Jesse T. Porter
Professional summary
Jesse Thomas Porter, CFP®, who also goes by Jesse T Porter, Jesse Porter, is a registered financial advisor currently at COMPOUND PLANNING, INC. located in Orange, California.
Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jesse has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jesse Thomas Porter's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
April 19, 2024 - Present
COMPOUND PLANNING, INC.
November 3, 2020 - April 2, 2024
FIVE OCEANS ADVISORS
February 8, 2019 - November 13, 2020
ADVICEPERIOD, LLC
December 6, 2017 - February 4, 2019
EQUITABLE ADVISORS, LLC
February 18, 2016 - February 4, 2019
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
COMPOUND PLANNING, INC.
CRD#: 171787 / SEC#: 801-126007
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/19/2024)
Exams
Current Firm
COMPOUND PLANNING, INC.
CRD#: 171787 / SEC#: 801-126007
Contact information
SEC notice filing (50 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,372 |
| AUM (Assets Under Management) | $ 3,025,356,111 |
Red Flags
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