JP
Jonathan Porter
from Three Bell Capital LLC
Jonathan Porter is a financial advisor based in California, Los Altos,
with 18 years of experience. Jonathan currently works for
Three Bell Capital LLC.
Jonathan maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jonathan Porter works at Three Bell Capital LLC
Three Bell Capital LLC is a financial advisory firm based in Los Altos, California. It currently has approximately $950,040,766 of assets under management and employs about 19 people. Three Bell Capital LLC uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and third party.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
4 years
Fee structure
A percentage of assets under your management, fixed fees, performance-based fees and third party
Office location
548 Market Street,, Suite 72712, Los Altos, California, 94104
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