AdvicePeriod Attracts Rising Star in Southern California

LOS ANGELES, Jan. 17, 2019 /PRNewswire-PRWeb/ -- AdvicePeriod, the national wealth management firm built for advisors, by advisors, is pleased to announce Jesse Porter has joined as Partner Advisor. Porter comes from AXA Advisors where he was a Financial Consultant.

"Our mission is to reinvent wealth management," said Jonathan Straub, AdvicePeriod Principal. "Jesse is part of the next generation of advisors that will drive our industry. We're really excited to have him."

Most of AdvicePeriod's nearly 30 Partner Advisors across the country have substantial existing books of business when they join the firm. Partner Advisors can earn up to 70% of the revenue they generate. Porter comes to the planning-centric firm with as much ambition as his clients.

"I love my clients and believe I can do great things for them at AdvicePeriod," explains Porter. "I'm still early in my career and feel fortunate to partner with such an experienced group. I'll have all the tools I need to focus on what really matters to my clients."

AdvicePeriod expects the first quarter of 2019 to be it's most successful yet. More clients and advisors should join in the next couple of months than at any time in the firm's history.

"We have a few big announcements coming," shares Matt Lovejoy, head of business development. "We've met several amazing groups of Partner Advisors and look forward to welcoming them to the team soon."

Historically, AdvicePeriod's Partner Advisors have joined from another RIA. Porter's signing signals the firm will be a good fit for those advisors looking to enter the independent space for the first time.

About AdvicePeriod:
AdvicePeriod is an SEC-registered investment advisor dedicated to focusing clients on the critical decisions necessary for managing their wealth. Our mission: to make wealth management more fair, effective, and successful; for clients and advisors alike. To learn more, visit: http://www.adviceperiod.com.

SOURCE AdvicePeriod