JP
Jay R. Porter
REALTA INVESTMENT ADVISORS,
Bellevue, WA 98005
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CRD#: 1123708
JP
Professional summary
Jay Reid Porter is a registered financial advisor currently at REALTA INVESTMENT ADVISORS, INC located in Bellevue, Washington and REALTA EQUITIES, INC. located in Bellevue, Washington.
Jay is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Jay has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) PORTER ADVISORY GROUP; INVESTMENT RELATED; SAMMAMISH, WA; MAY 2002; 0-120 HRS/MO; STOCK BROKER DBA (2) REALTA INVESTMENT ADVISORS, INC.; WILMINGTON, DE; INVESTMENT ADVISORY SERVICES, INVESTMENT ADVISOR REPRESENTATIVE; WWW.REALTAWEALTH.COM; COMPENSATION IN THE FOR OF FEES; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Jay Reid Porter's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 26, 2015 - Present
REALTA INVESTMENT ADVISORS, INC
Office #1: 3120 139th Avenue, Se Suite 500, Bellevue, WA 98005RIA
CRD#: 134952
Bellevue, WA
Current
March 25, 2015 - Present
REALTA EQUITIES, INC.
Office #1: 3120 139th Avenue, Se Suite 500, Bellevue, WA 98005BD
CRD#: 23769
Bellevue, WA
Past
May 27, 2003 - February 25, 2015
B. RILEY WEALTH ADVISORS, INC.
RIA
CRD#: 115927
SEATTLE, WA
Past
May 23, 2003 - February 25, 2015
NATIONAL SECURITIES CORPORATION
BD
CRD#: 7569
SEATTLE, WA
Past
October 30, 2002 - June 2, 2003
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
SEATTLE, WA
Past
May 2, 2000 - June 2, 2003
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
March 24, 1993 - April 18, 1995
CIBC WORLD MARKETS CORP.
BD
CRD#: 630
Past
August 5, 1992 - May 10, 2000
CIBC WORLD MARKETS CORP.
BD
CRD#: 630
NEW YORK, NY
Past
July 26, 1984 - July 31, 1992
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
April 19, 1983 - August 7, 1984
FIRST AFFILIATED SECURITIES, INC.
BD
CRD#: 6871
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RI
REALTA INVESTMENT ADVISORS, INC
BARRACK YARD ADVISORS | YOUNGS FINANCIAL PLANNING & WEALTH MANAGEMENT | WINTHER ASSET MANAGEMENT | WEALTH SOLUTIONS | STAUFFERWILLIAMS ASSET MANAGEMENT | SOMERVILLE INVESTMENTS | REALTA WEALTH | REALTA INVESTMENT ADVISORS, INC | MCLAUGHLIN FINANCIAL GROUP | LEGEND CAPITAL GROUP | IRON VALLEY WEALTH MANAGEMENT | INDEPENDENT WEALTH MANAGEMENT | HR&S FINANCIAL SERVICES | FOUNDRY WEALTH ADVISORS | DONNELLY, MICHAEL | DONNELLY STEEN & COMPANY | DONNELLY ADVISORS GROUP, INC. | DONNELLY ADVISORS GROUP, INC | DIVERSIFIED ASSET MANAGEMENT | COASTAL VALUE PARTNERS | COASTAL INVESTMENT ADVISORS, INC. | COASTAL INVESTMENT ADVISORS | COASTAL ADVISORY GROUP | COASTAL | BLACKBURN CAPITAL MANAGEMENT
CRD#: 134952 / SEC#: 801-68000
RIA
Registered Investment Advisory firm - (6/6/2007 Approved)New Jersey
Registered Investment Advisory firm - (6/11/2007 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/27/2007 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(11/12/2024)
RR
Alaska(9/14/2015)
RR
Arizona(3/25/2015)
RR
California(3/25/2015)
IAR
California(3/26/2015)
RR
Connecticut(11/12/2024)
RR
Delaware(11/18/2024)
RR
Florida(5/11/2023)
RR
Georgia(11/13/2024)
RR
Indiana(9/9/2015)
RR
Iowa(11/12/2024)
RR
Kentucky(11/15/2024)
RR
Maine(11/12/2024)
RR
Massachusetts(4/27/2015)
RR
Missouri(11/12/2024)
RR
Montana(6/27/2023)
RR
Nevada(6/20/2023)
RR
New Hampshire(11/14/2024)
RR
Ohio(5/10/2023)
RR
Pennsylvania(1/24/2023)
RR
Tennessee(11/13/2024)
RR
Washington(3/26/2015)
IAR
Washington(4/24/2015)
RR
West Virginia(5/15/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
RI
REALTA INVESTMENT ADVISORS, INC
BARRACK YARD ADVISORS | YOUNGS FINANCIAL PLANNING & WEALTH MANAGEMENT | WINTHER ASSET MANAGEMENT | WEALTH SOLUTIONS | STAUFFERWILLIAMS ASSET MANAGEMENT | SOMERVILLE INVESTMENTS | REALTA WEALTH | REALTA INVESTMENT ADVISORS, INC | MCLAUGHLIN FINANCIAL GROUP | LEGEND CAPITAL GROUP | IRON VALLEY WEALTH MANAGEMENT | INDEPENDENT WEALTH MANAGEMENT | HR&S FINANCIAL SERVICES | FOUNDRY WEALTH ADVISORS | DONNELLY, MICHAEL | DONNELLY STEEN & COMPANY | DONNELLY ADVISORS GROUP, INC. | DONNELLY ADVISORS GROUP, INC | DIVERSIFIED ASSET MANAGEMENT | COASTAL VALUE PARTNERS | COASTAL INVESTMENT ADVISORS, INC. | COASTAL INVESTMENT ADVISORS | COASTAL ADVISORY GROUP | COASTAL | BLACKBURN CAPITAL MANAGEMENT
CRD#: 134952 / SEC#: 801-68000
RIA
Registered Investment Advisory firm - (6/6/2007 Approved)New Jersey
Registered Investment Advisory firm - (6/11/2007 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/27/2007 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1201 N. Orange Street Suite 729, Wilmington, DE 19801
Mailing Address
Phone number
(888) 657-5200
Established
Firm type
Fiscal year end
# of Employees
64
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,958 |
| AUM (Assets Under Management) | $ 343,465,487 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
