Julius M 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

• 12/2013 → 05/2017
  Edward Jones
  St Louis, MO
• 04/2017 → 12/2019
  On Investment Management Co
  Cincinnati, OH
• 05/2017 → 12/2019
  The O.N. Equity Sales Company
  Cincinnati, OH
• 12/2019 → 09/2025
  Avantax Insurance Agency, Llc
  South Lyon, MI
• 12/2019 → 09/2025
  Avantax Investment Services, Inc.
  South Lyon, MI
• 12/2019 → 09/2025
  Avantax Advisory Services
  South Lyon, MI
• 04/2017 → 12/2019
  Financial Architects Inc.
  Farmington Hills, MI
• 01/2018 → Present
  J.R. Financial Services Llc
  South Lyon, MI
• 04/2017 → 12/2019
  Ohio National Life Insurance Company
  Cincinnati, OH
• 01/2021 → Present
  Reach Financial Services
  South Lyon, MI
• 11/2021 → 05/2025
  Troy High School
  Dearborn, MI
• 01/2018 → Present
  J.R. Financial Services Llc
  Dearborn, MI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Dearborn, MI
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-12-24 → 2025-09-05
  Avantax Advisory Services
  Dearborn, MI
• 2017-05-22 → 2019-12-26
  On Investment Management Co
  Clarkston, MI
• 2014-01-29 → 2017-05-23
  Edward Jones
  Ortonville, MI
  Maryland Heights, MO
  Maryland Heights, MO
  Clarkston, MI

Other Businesses

1) Ohio National Life Insurance Company One Financial Way~Cincinnati~OH~45242~Insurance Agent~Agent~4/1/2017~5hrs~5hrs~Assist clients in management and administering of life insurance contracts as it pertains to their long term financial plans. 2) REACH FINANCIAL SERVICES POSITION: Financial Consultant NATURE: I will act under my licensed duties the same as I have under Avantax, under the requested DBA as Brand Marketing. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2021 ADDRESS: 129 N Lafayette, South Lyon MI 48178, DESCRIPTION: Wealth Management, Retirement Planning, Tax Management, Insurance Planning, Estate/Legacy Planning 3) INVEST WITH A PLAN POSITION: SubRep NATURE: I am listed as a SubRep under Invet With A Plan approved by Avantax Wealth Management. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/02/2023 ADDRESS: 21701 Homer St., Dearborn MI 48124, United States DESCRIPTION: There is no additional duties and responsibilities outside the standard of serving and manging client relationships as an independent advisor partnering with the Avantax Wealth Management Community. 4) J.R. FINANCIAL SERVICES LLC POSITION: Accountant NATURE: Accounting Services/Tax Preparation & Planning INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 01/28/2018 ADDRESS: 21701 Homer St, Dearborn MI 48178, United States DESCRIPTION: Duties in this capacity is for tax preparation, planning, and accounting services. Collect client data necessary for rendered services and complete work within the scope of job. Acting as resident agent under the capacity of my tax practice affiliation. 5) J.M.P. HOLDINGS/INVESTMENTS, LLC POSITION: Member NATURE: This entity was opened for potential investment holdings, however never actively used. This is a dormant activity, however the entity is still listed on record with Michigan (LARA). INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/08/2025 ADDRESS: 21701 Homer St, Dearborn MI 48124, United States DESCRIPTION: Owner/Member of entity. No activity under this LLC. 7) PORTER WEALTH MANAGEMENT, LLC POSITION: Member/Owner NATURE: This was an entity opened prior to joining Avantax in preparation to market and complete any tax preparation and accounting services under. No activity was ever completed under the entity because I opted to complete all activities under JR Financial Services - which was disclosed. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/19/2019 ADDRESS: 21701 Homer St, Dearborn MI 48124, United States DESCRIPTION: This was an entity opened prior to joining Avantax in preparation to market and complete any tax preparation and accounting services under. No activity was ever completed under the entity because I opted to complete all activities under JR Financial Services - which was disclosed.

Exams

• S66 Uniform Combined State Law Examination
  2014-01-27

Other Names

• Julius Porter
• Julius M Porter