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Jesse Thomas Porter

Compound Planning, Inc.

Orange, CA

New York, NY

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Current Employers
Compound Planning, Inc.

115 Broadway 5Th Floor, New York, NY 10006 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-14
  • CA RA
    APPROVED
    Since 2026-01-14

Branch Locations

Orange, CA • United States

115 Broadway 5Th Floor, New York, NY 10006 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Axa Advisors, Llc Irvine CA 11/2015 01/2019
Adviceperiod, Llc Century City CA 01/2019 10/2020
Five Oceans Advisors Llc Santa Monica CA 10/2020 04/2024
Compound Planning Orange CA 04/2024 Present
  • 11/2015 → 01/2019
    Axa Advisors, Llc
    Irvine, CA
  • 01/2019 → 10/2020
    Adviceperiod, Llc
    Century City, CA
  • 10/2020 → 04/2024
    Five Oceans Advisors Llc
    Santa Monica, CA
  • 04/2024 → Present
    Compound Planning
    Orange, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-04
S63 Uniform Securities Agent State Law Examination 2016-03-02
  • S65 Uniform Investment Adviser Law Examination
    2017-12-04
  • S63 Uniform Securities Agent State Law Examination
    2016-03-02
Designations
Other Names
  • Jesse Porter
  • Jesse T Porter

View on SEC IAPD

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