Jonathan H. Porter

THREE BELL CAPITAL LLC

Dallas, TX 75201

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CRD#: 5274991

Professional summary

Jonathan Hall Porter, CPWA® is a registered financial advisor currently at THREE BELL CAPITAL LLC located in Dallas, Texas.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jonathan has worked at 12 firms and has passed the Series 66, 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.

TopShelf.party LLC ("TopShelf") | Non-Investment-Related | 1999 Bryan Street, Suite 900, Dallas, TX 75201 | TopShelf provides staffing for high-end private events and parties. Jonathan Porter has been a co-owner and Managing Partner of TopShelf since 3/18/2024. Mr. Porter spends approximately 8 hours per month on work for TopShelf; none during trading hours. Mr. Porter provides supervision and ad hoc assistance to TopShelf staff. He is not involved in the day-to-day management of TopShelf.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Hall Porter'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®

CPWA^®

Certified Private Wealth Advisor

Experience

Current

January 4, 2012 - Present

THREE BELL CAPITAL LLC

Office #1: 1925 Cedar Springs Road Suite 102, Dallas, TX 75201Office #2: 4 Main Street Suite 230, Los Altos, CA 94022

RIA

CRD#: 159736

Dallas, TX

Past

August 23, 2016 - March 12, 2019

RAINMAKER SECURITIES, LLC

CRD#: 132995

CORAL GABLES, FL

Past

June 29, 2016 - March 31, 2020

KW SECURITIES CORPORATION

CRD#: 8237

Los Altos, CA

Past

May 3, 2016 - June 30, 2016

ZANBATO SECURITIES LLC

CRD#: 279028

MOUNTAIN VIEW, CA

Past

December 28, 2015 - March 24, 2016

INTE SECURITIES LLC

CRD#: 47107

BOCA RATON, FL

Past

October 19, 2011 - November 16, 2015

EMERSON EQUITY LLC

CRD#: 130032

LOS ALTOS, CA

Past

November 17, 2010 - July 29, 2011

HIGHTOWER ADVISORS, LLC

RIA

CRD#: 145323

MENLO PARK, CA

Past

July 21, 2010 - October 5, 2011

HIGHTOWER SECURITIES, LLC

CRD#: 116681

MENLO PARK, CA

Past

August 21, 2009 - July 21, 2010

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

MENLO PARK, CA

Past

August 14, 2009 - September 30, 2011

THREE BRIDGE WEALTH ADVISORS

RIA

CRD#: 150460

MENLO PARK, CA

Past

June 1, 2009 - September 4, 2009

MORGAN STANLEY

RIA

CRD#: 149777

MENLO PARK, CA

Past

June 1, 2009 - September 4, 2009

MORGAN STANLEY

CRD#: 149777

MENLO PARK, CA

Past

March 20, 2007 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

MENLO PARK, CA

Past

March 7, 2007 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

MENLO PARK, CA

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".

THREE BELL CAPITAL LLC

CRD#: 159736 / SEC#: 801-79156

RIA

Registered Investment Advisory firm - (2/18/2014 Approved)

California

Registered Investment Advisory firm - (8/2/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

California
(1/4/2012)

IAR

Texas
(7/24/2024)

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 66

Date: 3/19/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/5/2007

General Securities Representative Examination

Current Firm

THREE BELL CAPITAL LLC

CRD#: 159736 / SEC#: 801-79156

RIA

Registered Investment Advisory firm - (2/18/2014 Approved)

California

Registered Investment Advisory firm - (8/2/2014 Terminated)

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Contact information

Main Address

1925 Cedar Springs Road Suite 102, Dallas, TX 75201

Mailing Address

Phone number

(650) 843-9836

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TBC FORM ADV, PART 2A (3/30/2025)

Regulatory assets under management

Total Number of Accounts	556
AUM (Assets Under Management)	$ 3,802,284,800

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/25/2024	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Jonathan H. Porter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Hall Porter's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAINMAKER SECURITIES, LLC

KW SECURITIES CORPORATION

ZANBATO SECURITIES LLC

INTE SECURITIES LLC

EMERSON EQUITY LLC

HIGHTOWER ADVISORS, LLC

HIGHTOWER SECURITIES, LLC

PURSHE KAPLAN STERLING INVESTMENTS

THREE BRIDGE WEALTH ADVISORS

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

THREE BELL CAPITAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/19/2007

SIE

Date: 10/1/2018

Series 7

Date: 3/5/2007

Current Firm

THREE BELL CAPITAL LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

THREE BELL CAPITAL LLC

TRUST BUT VERIFY

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