Banner Wealth and Investment Services - Jacob Porter

Personal philosophy

Jacob Porter is a Financial Advisor with LPL Financial who is passionate about helping individuals, families and business owners make confident, informed financial decisions.

Before entering the financial services industry, Jacob built his career in operations and leadership, giving him a practical, down-to-earth perspective on financial planning. He believes financial advice should be straightforward, personalized and centered on what matters most to each client.

A customized approach

Jacob works with clients on retirement planning, investment strategies, wealth management and navigating important financial transitions. He takes the time to understand each client’s goals and develop a strategy designed around their individual circumstances.

Outside of work, Jacob is actively involved in his community and serves on the board of a local nonprofit organization. He enjoys spending time with his family, staying active, cooking and exploring the outdoors of the Pacific Northwest.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA| SIPC). Insurance products are offered through LPL or its licensed affiliates. Banner Bank and Banner Wealth and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Banner Wealth and Investment Services, and are employees of LPL. 

Banner Bank ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please see the LPL Financial Form CRS and visit LPL Financial for more detailed information. 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

To contact LPL about rights you may possess under the California Consumer Privacy Act, click here.