James Joseph Porea

Employer firm

Venture Visionary Partners LLC CRD 304237

$5.24B regulatory AUM 101 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2009 → 11/2020
  Ubs Financial Services Inc
  Sylvania, OH
• 11/2020 → Present
  Venture Visionary Partners, Llc
  Sylvania, OH
• 11/2020 → 04/2023
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2007-02-09 → 2020-11-20
  Ubs Financial Services Inc.
  Sylvania, OH
  Weehawken, NJ
  Perrysburg, OH
  Sandusky, OH
  Sylvania, OH
  Alanson, MI
• 1999-11-22 → 2007-02-09
  Keybanc Capital Markets Inc.
  Sandusky, OH
  Perrysburg, OH
  Ann Arbor, MI
  Perrysburg, OH
  Toledo, OH

Other Businesses

1.) 08/1991 Licensed Independent Insurance Agent; Investment Related; Variable, Life, Accident & Health; Sylvania, OH;

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-09-16
• S63 Uniform Securities Agent State Law Examination
  1983-07-15

Other Names

• Jim Porea