Jeffrey Porterfield is a registered investment advisor, based in Columbus, OH, with 44 years of industry experience.
Location
1880 Mackenzie Drive, Suite #100, Columbus, OH, 43220
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is a licensed insurance professional, spending about 10-20% of his time on this non-investment related activity.
Employment History
Previous Registrations
Peb Capital Management LLC
October 2021 - December 2025 · 4 yrs 2 mos
Wells Fargo Advisors Financial Network, LLC
March 2007 - August 2021 · 14 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2007 - August 2021 · 14 yrs 6 mos
UBS Financial Services INC.
September 2000 - March 2007 · 6 yrs 6 mos
UBS Financial Services INC.Broker
August 2000 - March 2007 · 6 yrs 7 mos
J.C. Bradford & CO.Broker
November 1994 - August 2000 · 5 yrs 9 mos
Painewebber IncorporatedBroker
July 1988 - November 1994 · 6 yrs 4 mos
Shearson Lehman Hutton INC.Broker
February 1988 - August 1988 · 6 mos
E. F. Hutton & Company INCBroker
March 1983 - February 1988 · 4 yrs 11 mos
Vercoe & Company, INC.Broker
November 1981 - March 1983 · 1 yr 4 mos
State Registrations2 states
OHTX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.