Jamie L Porter

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → Present
  Sides Financial Strategies, Inc.
  Irmo, SC
• 06/2021 → 09/2023
  Cetera Advisor Networks Llc
  El Segundo, CA
• 09/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: SIDES FINANCIAL STRATEGIES, INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: RETIREMENT PLANNING SERVICES; START DATE: 01/2008; POSITION/TITLE/RELATIONSHIP: CLIENT SERVICE SPECIALIST; APX NUMBER OF HOURS PER WEEK: 36; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: PROVIDE CUSTOMER SERVICE TO ALL CLIENTS AND ASSIST REPS IN OFFICE IN PREPARATION OF CLIENT REVIEWS, ACCOUNT OPENINGS, AND OTHER SERVICE NEEDS.

Exams

• S66 Uniform Combined State Law Examination
  2023-12-13

Other Names

• Jamie L Pruitt