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Jonathan Hall Porter

Three Bell Capital LLC

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About Jonathan Hall Porter

Jonathan Porter is an Investment Advisor Representative with Three Bell Capital LLC. Jonathan has been in the industry for over 15 years and has experience in providing investment advisory services to individuals, pooled investment vehicles and pension and profit-sharing plans. Jonathan was previously registered with KW Securities Corporation, Rainmaker Securities, LLC, Zanbato Securities LLC, Trump Securities, LLC, Emerson Equity LLC, Hightower Securities, LLC, Purshe Kaplan Sterling Investments, Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Jonathan is registered with the state of California and Texas.

Firm Information

Jonathan Porter is currently registered with Three Bell Capital LLC. Three Bell Capital LLC is a Dallas, TX-based investment advisor registered with the SEC. The firm, which was formed sometime in the past, manages approximately $1 billion to $10 billion in assets, with approximately $3.3 billion under management as of the most recent report. The firm provides a range of advisory services, including financial planning, pension consulting, portfolio management for individuals and pooled investment vehicles, and educational seminars. The firm also offers other services, including estate planning, tax planning, insurance planning, and lending. Three Bell Capital's client base consists of high-net-worth individuals, pension and profit-sharing plans, and pooled investment vehicles.
Three Bell Capital LLC

1925 CEDAR SPRINGS ROAD

DALLAS, TX 75201

$3.30B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate planning, tax planning, insurance planning, lending

Estate planning, tax planning, insurance planning, lending

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Third party

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Jonathan Porter’s Registration & Firm History

TX

07/24/2024 - Present

Three Bell Capital LLC (DALLAS TX)

CA

06/29/2016 - 03/31/2020

KW SECURITIES CORPORATION (Los Altos CA)

FL

08/23/2016 - 03/12/2019

RAINMAKER SECURITIES, LLC (CORAL GABLES FL)

CA

05/03/2016 - 06/30/2016

ZANBATO SECURITIES LLC (MOUNTAIN VIEW CA)

FL

12/28/2015 - 03/24/2016

TRUMP SECURITIES, LLC (BOCA RATON FL)

CA

10/19/2011 - 11/16/2015

EMERSON EQUITY LLC (LOS ALTOS CA)

CA

07/21/2010 - 10/05/2011

HIGHTOWER SECURITIES, LLC (MENLO PARK CA)

CA

08/21/2009 - 07/21/2010

PURSHE KAPLAN STERLING INVESTMENTS (MENLO PARK CA)

CA

06/01/2009 - 09/04/2009

MORGAN STANLEY SMITH BARNEY (MENLO PARK CA)

CA

03/07/2007 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (MENLO PARK CA)

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Licenses & Designations

BOTH

Issued 03/19/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jonathan Hall Porter. Review regulatory record here.
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