Jessica Elizabeth Porter

Current Employers

Employment History

• 05/2013 → 11/2018
  Sii
  Andover, MA
• 11/2018 → Present
  Osaic Wealth, Inc.
  Andover, MA

Previous Registrations

• 2016-10-07 → 2018-11-02
  Signator Investors, Inc.
  Andover, MA

Other Businesses

1. BPG WEALTH MANAGEMENT POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 175 START DATE: 07/01/2019 ADDRESS: 10151 SE Sunnyside Rd., Suite 460, Clackamas OR 97015, United States DESCRIPTION: Partner with BPG Wealth Management 2. BUSINESS PLANNING GROUP POSITION: Consulting NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/14/2014 ADDRESS: 10151 SE Sunnyside Rd., Suite 460, Clackamas OR 97015, United States DESCRIPTION: I receive a 1099 income from Business Planning Group for financial planning. 3. THE 401(K) GIRLS POSITION: IAR NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2025 ADDRESS: 10151 SE Sunnyside Rd., Ste. 460, Clackamas OR 97015, United States DESCRIPTION: Sales/Marketing of securities, investment advisory and insurance products. 4. THE 401(K) GIRLS - FIXED INSURANCE POSITION: Broker NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/20/2025 ADDRESS: 10151 SE SUNNYSIDE RD, STE 460, CLACKAMAS OR 97015-6911, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance 5. BPG WEALTH MANAGEMENT POSITION: IAR NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 05/12/2014 ADDRESS: 10151 SE SUNNYSIDE RD, STE 460, CLACKAMAS OR 97015-6911, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 6. BPG WEALTH MANAGEMENT - FIXED INSURANCE POSITION: Broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/12/2014 ADDRESS: 10151 SE SUNNYSIDE RD, STE 460, CLACKAMAS OR 97015-6911, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-02
• S63 Uniform Securities Agent State Law Examination
  2014-12-19