James J. Porea

VENTURE VISIONARY PARTNERS LLC

Sylvania, OH 43560

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CRD#: 1137357

Professional summary

James Joseph Porea, who also goes by Jim Porea, is a registered financial advisor currently at VENTURE VISIONARY PARTNERS LLC located in Sylvania, Ohio.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. James has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 10, Series 9 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jim Porea

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.) 08/1991 Licensed Independent Insurance Agent; Investment Related; Variable, Life, Accident & Health; Sylvania, OH;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Joseph Porea's CRS (Customer Relationship Summary).

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®

None

Experience

Current

November 11, 2020 - Present

VENTURE VISIONARY PARTNERS LLC

Office #1: 5520 Monroe Street Suite B, Sylvania, OH 43560

RIA

CRD#: 304237

Sylvania, OH

Past

November 11, 2020 - April 19, 2023

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Sylvania, OH

Past

February 9, 2007 - November 20, 2020

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SYLVANIA, OH

Past

February 9, 2007 - November 20, 2020

UBS FINANCIAL SERVICES INC.

CRD#: 8174

SYLVANIA, OH

Past

November 22, 1999 - February 9, 2007

KEYBANC CAPITAL MARKETS INC.

RIA

CRD#: 566

PERRYSBURG, OH

Past

August 8, 1997 - February 9, 2007

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

PERRYSBURG, OH

Past

July 18, 1997 - August 13, 1997

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

October 9, 1989 - July 25, 1997

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

CLEVELAND, OH

Past

July 12, 1988 - October 14, 1989

BUTLER, WICK & CO., INC.

CRD#: 120

Past

August 20, 1983 - October 14, 1989

BUTLER, WICK & CO., INC.

CRD#: 120

YOUNGSTOWN, OH

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".

VENTURE VISIONARY PARTNERS LLC

FINDLEY ADVISORS | VENTURE VISIONARY PARTNERS LLC

CRD#: 304237 / SEC#: 801-116835

RIA

Registered Investment Advisory firm - (6/21/2019 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Ohio
(11/11/2020)

IAR

Texas
(6/30/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/16/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/15/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 7/28/2003

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/20/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 1/2/2023

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 1/2/2023

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 8

Date: 8/24/1992

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

VENTURE VISIONARY PARTNERS LLC

FINDLEY ADVISORS | VENTURE VISIONARY PARTNERS LLC

CRD#: 304237 / SEC#: 801-116835

RIA

Registered Investment Advisory firm - (6/21/2019 Approved)

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Contact information

Main Address

5520 Monroe Street Suite B, Sylvania, OH 43560

Mailing Address

Phone number

(419) 464-7401

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VENTURE VISIONARY PARTNERS LLC DISCLOSURE BROCHURE (6/2/2025)

Regulatory assets under management

Total Number of Accounts	6,322
AUM (Assets Under Management)	$ 4,363,359,457

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.

Contact information

xxxxx@xxxx.xxx

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James J. Porea

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Joseph Porea's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

KEYBANC CAPITAL MARKETS INC.

KEYBANC CAPITAL MARKETS INC.

PRUDENTIAL EQUITY GROUP, LLC

KEYBANC CAPITAL MARKETS INC.

BUTLER, WICK & CO., INC.

BUTLER, WICK & CO., INC.

Primary Firm SEC Registration

VENTURE VISIONARY PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/16/2002

Series 63

Date: 7/15/1983

SIE

Date: 10/1/2018

Series 31

Date: 7/28/2003

Series 7

Date: 8/20/1983

Series 10

Date: 1/2/2023

Series 9

Date: 1/2/2023

Series 8

Date: 8/24/1992

Current Firm

VENTURE VISIONARY PARTNERS LLC

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VENTURE VISIONARY PARTNERS LLC

TRUST BUT VERIFY

Contact information

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