JP
Julius M. Porter
CETERA INVESTMENT ADVISERS LLC
DEARBORN, MI
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CRD#: 6269637
JP
Professional summary
Julius M Porter, who also goes by Julius Porter, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Dearborn, Michigan and CETERA WEALTH SERVICES, LLC located in Dearborn, Michigan.
Julius is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Julius has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Julius Porter
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) Ohio National Life Insurance Company One Financial Way~Cincinnati~OH~45242~Insurance Agent~Agent~4/1/2017~5hrs~5hrs~Assist clients in management and administering of life insurance contracts as it pertains to their long term financial plans. 2) REACH FINANCIAL SERVICES POSITION: Financial Consultant NATURE: I will act under my licensed duties the same as I have under Avantax, under the requested DBA as Brand Marketing. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2021 ADDRESS: 129 N Lafayette, South Lyon MI 48178, DESCRIPTION: Wealth Management, Retirement Planning, Tax Management, Insurance Planning, Estate/Legacy Planning 3) INVEST WITH A PLAN POSITION: SubRep NATURE: I am listed as a SubRep under Invet With A Plan approved by Avantax Wealth Management. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/02/2023 ADDRESS: 21701 Homer St., Dearborn MI 48124, United States DESCRIPTION: There is no additional duties and responsibilities outside the standard of serving and manging client relationships as an independent advisor partnering with the Avantax Wealth Management Community. 4) J.R. FINANCIAL SERVICES LLC POSITION: Accountant NATURE: Accounting Services/Tax Preparation & Planning INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 01/28/2018 ADDRESS: 21701 Homer St, Dearborn MI 48178, United States DESCRIPTION: Duties in this capacity is for tax preparation, planning, and accounting services. Collect client data necessary for rendered services and complete work within the scope of job. Acting as resident agent under the capacity of my tax practice affiliation. 5) J.M.P. HOLDINGS/INVESTMENTS, LLC POSITION: Member NATURE: This entity was opened for potential investment holdings, however never actively used. This is a dormant activity, however the entity is still listed on record with Michigan (LARA). INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/08/2025 ADDRESS: 21701 Homer St, Dearborn MI 48124, United States DESCRIPTION: Owner/Member of entity. No activity under this LLC. 7) PORTER WEALTH MANAGEMENT, LLC POSITION: Member/Owner NATURE: This was an entity opened prior to joining Avantax in preparation to market and complete any tax preparation and accounting services under. No activity was ever completed under the entity because I opted to complete all activities under JR Financial Services - which was disclosed. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/19/2019 ADDRESS: 21701 Homer St, Dearborn MI 48124, United States DESCRIPTION: This was an entity opened prior to joining Avantax in preparation to market and complete any tax preparation and accounting services under. No activity was ever completed under the entity because I opted to complete all activities under JR Financial Services - which was disclosed.
CRS (Client Relationship Summary) - RIA
Click below to view Julius M 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
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
DEARBORN, MI
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
Dearborn, MI
Past
December 24, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Dearborn, MI
Past
December 24, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Dearborn, MI
Past
May 22, 2017 - December 26, 2019
ON INVESTMENT MANAGEMENT CO
RIA
CRD#: 105662
Clarkston, MI
Past
May 22, 2017 - December 26, 2019
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
Clarkston, MI
Past
January 29, 2014 - May 23, 2017
EDWARD JONES
RIA
CRD#: 250
CLARKSTON, MI
Past
January 9, 2014 - May 23, 2017
EDWARD JONES
BD
CRD#: 250
CLARKSTON, MI
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.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
California(9/18/2025)
RR
Delaware(9/18/2025)
RR
Florida(9/18/2025)
RR
Kentucky(9/18/2025)
RR
Michigan(9/5/2025)
IAR
Michigan(9/5/2025)
RR
New Jersey(9/18/2025)
RR
North Carolina(9/18/2025)
RR
Ohio(9/19/2025)
RR
Pennsylvania(9/18/2025)
RR
South Carolina(9/18/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Virginia(9/18/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
