Jerry W. Porter
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jerry Wilson Porter was a registered financial advisor .
Jerry is a previously registered financial advisor and started their career in finance in 1969. Jerry had worked at 7 firms and has passed the Series 63, Series 1, Series 40 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 24, 1995 - December 31, 2012
MARQUETTE ASSOCIATES, INC.
November 16, 1988 - December 31, 2012
COST CONTAINMENT SERVICES, INC.
August 15, 1988 - December 19, 1988
FIRST MIDWEST CAPITAL CORP.
October 18, 1986 - May 14, 1987
PRUDENTIAL-BACHE CAPITAL FUNDING PUERTO RICO INC.
June 18, 1984 - September 1, 1988
PRUDENTIAL EQUITY GROUP, LLC
September 12, 1978 - July 17, 1984
UBS FINANCIAL SERVICES INC.
December 15, 1969 - January 31, 1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 1
Date: 12/10/1969
Registered Representative ExaminationSeries 40
Date: 4/22/1978
Registered Principal ExaminationCurrent Firm
MARQUETTE ASSOCIATES, INC.
CRD#: 106956 / SEC#: 801-33091
Contact information
Red Flags
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