Jesse
Porter
Compound Planning
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About this Advisor
Jesse Porter is a financial advisor based in Orange, California, working with Compound Planning. Jesse has previously held positions at Heritage General Contracting, Axa Advisors, LLC, Adviceperiod, LLC, Five Oceans Advisors LLC, and Compound Planning. Jesse has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Jesse is part of Compound Planning, which operates out of Orange, California. The firm has 40 offices and 70 employees. The firm manages assets totaling $1.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Compound Planning includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Compound Planning Brokerage Details
$1,395,949,263
70
7,391
$188,872
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jesse Porter Work History
Compound Planning
Five Oceans Advisors LLC
Adviceperiod, LLC
Axa Advisors, LLC
N/A
Heritage General Contracting
Disclosures
Please visit the SEC profile of Jesse Porter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Compound Planning
New York, NY
New York, NY
Richmond, CA
New York, NY
Byron Center, MI
Denver, CO
New York, NY
New York, NY
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
