RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
J••••••• H••• P•••••
- Title
- CEOreportedthree-bell.comfirm site, Sep 16, 2026
- Professional profile
- three-bell.com/team_member/jon-porterreportedthree-bell.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- T•••• B••• C•••••• L•• mixed wealth currentsince Jul 24, 2024 · Dallas, Tx
- H•••••••• A•••••••• L•• BD affiliatedNov 17, 2010 to Jul 29, 2011 · Menlo Park, Ca
- T•••• B••••• W••••• A••••••• independent RIAAug 14, 2009 to Sep 30, 2011 · Los Altos, Ca
- M••••• S•••••• wirehouseJun 1, 2009 to Sep 4, 2009 · Menlo Park, Ca
- C•••••••• G••••• M•••••• I••• BD affiliatedMar 20, 2007 to Jun 1, 2009 · Menlo Park, Ca
- T•••• B••••• W••••• A••••••• to H•••••••• A•••••••• L••left Sep 30, 2011, registered Nov 17, 2010 (-317 days) · Other
- H•••••••• A•••••••• L•• to T•••• B••• C•••••• L••left Jul 29, 2011, registered Jul 24, 2024 (4744 days) · Other
- M••••• S•••••• to T•••• B••••• W••••• A•••••••left Sep 4, 2009, registered Aug 14, 2009 (-21 days) · Other
- C•••••••• G••••• M•••••• I••• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address