Jay Porter
Jay Porter is a registered investment advisor at Realta Investment Advisors, INC, based in Bellevue, WA, with 43 years of industry experience. Jay is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 1,231 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annualized fee is 2.50%. Fees are negotiable at the discretion of the firm or financial advisor.
Fee Estimator
Location
3120 139th Avenue, SE, Suite 500, Bellevue, WA, 98005
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2026Other Business Activities
Jay is a stock broker DBA with Porter Advisory Group since 2002, spending up to 120 hours per month. He also works full-time as an investment advisor representative for Realta Investment Advisors, Inc.
Employment History
Current Registrations
Realta Investment Advisors, INC
Realta Equities, INC.Broker
Previous Registrations
National Asset Management, INC.
National Securities CorporationBroker
Wachovia Securities, LLC
Wachovia Securities, INC.Broker
Oppenheimer & CO., INC.Broker
Cibc World Markets CORP.Broker
Prudential Securities IncorporatedBroker
First Affiliated Securities, INC.Broker
State Registrations21 states
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
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