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Inactive

James Joseph Porea

Venture Visionary Partners LLC

Sylvania, OH

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Current Employers
Venture Visionary Partners Llc

5520 Monroe Street Suite B, Sylvania, OH 43560 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-06-30
OH RA APPROVED 2020-11-11
  • TX RA
    APPROVED
    Since 2021-06-30
  • OH RA
    APPROVED
    Since 2020-11-11

Branch Locations

5520 Monroe Street Suite B, Sylvania, OH 43560 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc Sylvania OH 10/2009 11/2020
Venture Visionary Partners, Llc Sylvania OH 11/2020 Present
Purshe Kaplan Sterling Investments Albany NY 11/2020 04/2023
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-09-16
S63 Uniform Securities Agent State Law Examination 1983-07-15
  • S65 Uniform Investment Adviser Law Examination
    2002-09-16
  • S63 Uniform Securities Agent State Law Examination
    1983-07-15
Other Names
  • Jim Porea

View on SEC IAPD

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UBS FINANCIAL SERVICES INC.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
SIGNATURE EQUITY PARTNERS, LLC

Other Investors

CRAIG ARNOLD WARNIMONT
Jamie Lynn Kaczmarski
Brook Bright
Lindsey Marie Rouser
Travis Norbert Maas
ROBERT SCOTT LOEB
AMY JO AMOS
KELLY ANN ANDREWS

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Sylvania, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Sylvania, OH
LPL FINANCIAL LLC · SYLVANIA, OH
PFS INVESTMENTS INC. · SYLVANIA, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · TOLEDO, OH
UBS FINANCIAL SERVICES INC. · SYLVANIA, OH
J.P. MORGAN SECURITIES LLC · Sylvania, OH
EDWARD JONES · SYLVANIA, OH

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