AdFi
JR

Jay Reid Porter

Investment Adviser Representative at REALTA INVESTMENT ADVISORS, INC

Bellevue, WACRD #1123708Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
43 yrs
States Registered
21 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 21 states
AlabamaAlaskaArizonaCaliforniaConnecticutDelawareFloridaGeorgiaIndianaIowaKentuckyMaineMassachusettsMissouriMontanaNevadaNew HampshireOhioPennsylvaniaWashingtonWest Virginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/5/2002
Series 63
Uniform Securities Agent State Law Examination
Passed 4/29/1983
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 4/16/1983

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Realta Investment Advisors, Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

REALTA INVESTMENT ADVISORS, INCCurrent
3/26/2015Bellevue, WA
NATIONAL ASSET MANAGEMENT, INC.
5/27/20032/25/2015Seattle, WA
WACHOVIA SECURITIES, LLC
10/30/20026/2/2003Seattle, WA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at REALTA INVESTMENT ADVISORS, INC

Showing 12 of 61 in the directory

View REALTA INVESTMENT ADVISORS, INC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jay Reid Porter has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jay Reid Porter - Financial Advisor in Bellevue, WA | AdvisorFinder