Jeffrey Lynn Porterfield

$171M regulatory AUM

Reported services (Item 5G)

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

1880 Mackenzie Drive Suite #100, Columbus, OH 43220 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-09-26
OH	RA	APPROVED	2021-10-08

Branch Locations

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

Organization	City	State	From	To
Wells Fargo Advisors Financial Network Llc	Upper Arlington	OH	05/2009	Present
Peb Capital Management Llc	Columbus	OH	10/2021	Present

05/2009 → Present

Wells Fargo Advisors Financial Network Llc

Upper Arlington, OH
10/2021 → Present

Peb Capital Management Llc

Columbus, OH

2007-03-05 → 2021-08-10

Wells Fargo Advisors Financial Network, Llc

Upper Arlington, OH
2000-09-22 → 2007-03-14

Ubs Financial Services Inc.

Columbus, OH

Upper Arlington, OH

1) Licensed insurance professional; same address; not investment-related; less than 10% of time.

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-06-28
S63	Uniform Securities Agent State Law Examination	1983-05-31

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