Unclaimed Profile

Jonathan Hall Porter

THREE BELL CAPITAL LLC·DALLAS, Texas

SIE, Series 7, Series 6619 years registeredTHREE BELL CAPITAL LLC

1925 CEDAR SPRINGS ROAD, DALLAS, TX 75201CRD# 5274991Firm CRD# 159736

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Hall Porter · DALLAS, TX

Registration

CRD #5274991 · THREE BELL CAPITAL LLC · 19 years registered

Brand Profile

Not yet started

Career History

THREE BELL CAPITAL LLC

Jan 2012 – present

HIGHTOWER ADVISORS, LLC

Nov 2010 – Jul 2011

MENLO PARK, CA

THREE BRIDGE WEALTH ADVISORS

Aug 2009 – Sep 2011

MENLO PARK, CA

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Sep 2009

MENLO PARK, CA

CITIGROUP GLOBAL MARKETS INC.

Mar 2007 – Jun 2009

MENLO PARK, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · March 20, 2007

Years registered · 19

Disclosure History

2008Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

THREE BELL CAPITAL LLC

CRD 159736 · SEC 801-79156

AUM

$3.3B

Regulatory assets under management

Employees

526 client accounts

Services offered by THREE BELL CAPITAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at THREE BELL CAPITAL LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Hall Porter offer?

Jonathan Hall Porter specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in DALLAS, Texas for a consultation.

What are Jonathan Hall Porter's credentials?

Jonathan Hall Porter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Hall Porter located?

Jonathan Hall Porter is based in DALLAS, Texas, working with THREE BELL CAPITAL LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Jonathan Hall Porter charge for services?

Jonathan Hall Porter's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: third party. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THREE BELL CAPITAL LLC?

THREE BELL CAPITAL LLC has approximately 20 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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