AdvisorOS Directory
Claim Profile
Unclaimed Profile
JP

John Cecil Portwood

WHITNEY BANK·NEW ORLEANS, Louisiana
Clean recordWHITNEY BANK
228 ST. CHARLES AVENUE, NEW ORLEANS, LA 70130CRD# 4377026Firm CRD# 111983

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Cecil Portwood · NEW ORLEANS, LA
Registration
CRD #4377026 · WHITNEY BANK
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Cecil Portwood is a registered financial advisor based in NEW ORLEANS, Louisiana, affiliated with WHITNEY BANK. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
HANCOCK WHITNEY BANK
HORIZON ADVISERS
AUM
$541M
Regulatory assets under management
Employees
58
Total firm employees
View all advisors at HANCOCK WHITNEY BANK →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4377026
Firm CRD# 111983
View on FINRA BrokerCheck →

Looking for a financial advisor in NEW ORLEANS?

Browse all registered financial advisors in NEW ORLEANS, Louisiana or claim this profile if it's yours.

Browse NEW ORLEANS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does John Cecil Portwood offer?
John Cecil Portwood specializes in Investment Management, Fee-Only Advisory. Contact their office in NEW ORLEANS, Louisiana for a consultation.
What are John Cecil Portwood's credentials?
John Cecil Portwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Cecil Portwood located?
John Cecil Portwood is based in NEW ORLEANS, Louisiana, working with WHITNEY BANK. Their office serves clients in the NEW ORLEANS metropolitan area and surrounding communities.
How does John Cecil Portwood charge for services?
John Cecil Portwood's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITNEY BANK?
WHITNEY BANK has approximately 58 employees and manages $541M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WHITNEY BANK

Clifton Joseph Saik
GULFPORT, MS
David John Lundgren
NEW ORLEANS, LA
William Montague Eden
GULFPORT, MS

More Advisors in NEW ORLEANS, Louisiana

Rita Maria Reed
FRANCIS FINANCIAL GROUP, LLC·NEW ORLEANS, LA
Donna Bartlett
HANCOCK WHITNEY INVESTMENT SERVICES INC.·NEW ORLEANS, LA
Bryan W Fitzpatrick
CRESCENT CAPITAL CONSULTING, LLC·NEW ORLEANS, LA
Charles Michael Tiblier
STOKES 388 REAL ESTATE VENTURES, LLC·NEW ORLEANS, LA
Ryan Baldwin Kenter
CRESCENT INVESTMENT ADVISORS LLC·NEW ORLEANS, LA
Kyle Peter Smith
NEWEDGE ADVISORS, LLC·NEW ORLEANS, LA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Louisiana
BATON ROUGE (72)METAIRIE (53)LAFAYETTE (41)SHREVEPORT (30)MANDEVILLE (25)MONROE (18)COVINGTON (15)HOUMA (9)HAMMOND (5)MINDEN (5)
City Guides
BATON ROUGE GuideMETAIRIE GuideLAFAYETTE GuideSHREVEPORT GuideMANDEVILLE Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
Request removal of this profile