Julius M Porter

Financial advisor at Cetera Investment Advisers · Dearborn, MI

Last updated 2026-10-10

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Julius M Porter is a financial advisor at Cetera Investment Advisers in Dearborn, MI, CRD 6269637. Licenses and exams on the registration: Series 66. IAPD registration began 2014-01-29.

Registration

CRD number
6269637
Registration status
Active
IAPD registration
2014-01-29
Industry Experience
12 years
Work Experience
12 years
States registered
MI, TX

Licenses and exams

  • Series 66

Work history

  • 2013-12 to 2017-05 · Edward Jones · St. Louis, MO
  • 2017-04 to 2019-12 · On Investment Management Co · Cincinnati, OH
  • 2017-05 to 2019-12 · The O.N. Equity Sales Company · Cincinnati, OH
  • 2019-12 to 2025-09 · Avantax Insurance Agency, LLC · South Lyon, MI
  • 2019-12 to 2025-09 · Avantax Investment Services, Inc. · South Lyon, MI
  • 2019-12 to 2025-09 · Avantax Advisory Services · South Lyon, MI
  • 2017-04 to 2019-12 · Financial Architects Inc. · Farmington Hills, MI
  • 2018-01 to Present · J.R. Financial Services LLC · South Lyon, MI
  • 2017-04 to 2019-12 · Ohio National Life Insurance Company · Cincinnati, OH
  • 2021-01 to Present · Reach Financial Services · South Lyon, MI
  • 2021-11 to 2025-05 · Troy High School · Dearborn, MI
  • 2018-01 to Present · J.R. Financial Services LLC · Dearborn, MI
  • 2025-09 to Present · Cetera Wealth Services, LLC · Dearborn, MI
  • 2025-09 to Present · Cetera Investment Advisers LLC · Schaumburg, IL

Current employment

SEC IAPD record for Julius M Porter

Cetera Investment Advisers

Regulatory AUM
$256,813,748,739
Registered advisors
10,370
Offices
7,392
Clients per advisor
78.5 (Moderate)
Average AUM per client
$315.5K (Low)
High-net-worth client ratio
9.7% (Low)

Cetera Investment Advisers: advisors, services and reported ETF investments

About

Julius M Porter is a financial advisor at Cetera Investment Advisers LLC, operating as Cetera Investment Advisers in Dearborn, MI. Reported securities licenses include Series 66. The latest record indicates 12 years of industry experience and 12 years of reported work history. Reported roles include Cetera Wealth Services, LLC, Reach Financial Services, J.R. Financial Services LLC, Avantax Insurance Agency, LLC, among others.

SEC disclosures list additional business and community activities: 1) Ohio National Life Insurance Company One Financial Way~cincinnati~oh~45242~insurance Agent~agent~4/1/2017~5hrs~5hrs~assist Clients In Management And Administering Of Life Insurance Contracts As It Pertains To Their Long Term Financial Plans: 2) reach financial services position: financial consultant nature: i will act under my licensed duties the same as i have under avantax, under the requested dba as brand marketing; Investment related: no number of hours: 160 securities trading hours: 130 start date: 01/01/2021 address: 129 n lafayette, south lyon mi 48178, description: wealth management, retirement planning, tax management, insurance planning, estate/legacy planning 3) invest with a plan position: subrep nature: i am listed as a subrep under invet with a plan approved by avantax wealth management.

Cetera Investment Advisers' firm-level Form ADV reports 10,370 advisors across 7,392 offices; approximately 78.5 clients per advisor, average assets per client of $315,511, and regulatory AUM of $256.8B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

PortfolioFuture's firm-level 13F analysis covers $73.1B across 1,688 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Julius M Porter personally.

Reported ETF positions

Cetera Investment Advisers reports 1,688 ETF positions worth $73.1B on Form 13F; the largest are listed.

Largest ETF positions reported by Cetera Investment Advisers
FundReported value
IVV — iShares Core S&P 500 ETF$3.6B
VTV — Vanguard Morningstar Value ETF$1.7B
QQQ — Invesco QQQ Trust, Series 1$1.7B
AGG — iShares Core U.S. Aggregate Bond ETF$1.5B
VOO — Vanguard S&P 500 ETF$1.5B

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Cetera Investment Advisers on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Municipal Advisor
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant

Location

Dearborn, MI

1 advisor at this office.

Cetera Investment Advisers office in Dearborn, MI

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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