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JP

Jacob D. Porter

GALLAGHER SECURITIES
New York, NY 10017
Some features on this profile are disabled
CRD#: 6294147
JP

Professional summary

Jacob Donald Porter, who also goes by Jake Porter, is a registered financial professional currently at GALLAGHER SECURITIES, INC located in New York, New York.

Jacob is registered as a RR (Registered Representative) and started their career in finance in 2014. Jacob has worked at 2 firms and has passed the Series 63, SIE, Series 79 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jake 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jacob Donald 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®
None

Experience

Current

March 9, 2026 - Present

GALLAGHER SECURITIES, INC

Office #1: 300 Madison Avenue 28th Floor, New York, NY 10017Office #2: 300 Madison Avenue 28th Floor, New York, NY, 10017
RIA
BD
CRD#: 116605
New York, NY
Past

July 29, 2014 - February 14, 2026

BMS CAPITAL ADVISORY, INC.

BD
CRD#: 169092
Philadelphia, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Florida
(3/9/2026)
RR
Louisiana
(3/9/2026)
RR
New York
(3/9/2026)
RR
Pennsylvania
(3/9/2026)
RR
Texas
(3/9/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 5/29/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 11/21/2014
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 4/29/2014
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

GS
GALLAGHER SECURITIES, INC
GALLAGHER SECURITIES INC. | WILLIS SECURITIES, INC. | WILLIS EQUITIES, INC. | WILLIS CAPITAL MARKETS | GALLAGHER SECURITIES, INC

CRD#: 116605 / SEC#: , 8-53563

New York
Registered Investment Advisory firm - SEC (8/14/2009 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
PREMIUM
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Contact information

Main Address
300 Madison Avenue 28th Floor, New York, NY, 10177
Mailing Address
300 Madison Avenue 28th Floor, New York, NY, 10017
Phone number
(212) 309-3494
Established
Delaware since 06/27/1977
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
2

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
ARTHUR J. GALLAGHER & CO.OWNER
BOLDING, JASON ROGERPRESIDENT, CEO & BOARD MEMBER3213645
DUBINSKY, WILLIAM JAYCHAIRMAN OF BOARD3086399
FITZPATRICK, RYAN EDWARDCCO, COO, TREASURER AND BOARD MEMBER2726698
GLYNN, MICHAEL GERARDFINANCIAL AND OPERATIONS PRINCIPAL3219445

Disclosures

Regulatory Event1

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.

Company Information

GALLAGHER SECURITIES, INC

CRD#: 116605New York, NY 10017

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