Merrill Lynch, Pierce, Fenner & Smith
47yrs
Top advisor by experience at Merrill Lynch, Pierce, Fenner & Smith
43yrs
Based in Wilmington, Delaware, Jay Porter is a fiduciary financial advisor with 43 years of industry experience. Jay joined Realta Investment Advisors in 2015, after 12 years at B. Riley Wealth Advisors and a year at Wells Fargo Advisors. Realta Investment Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 447 advisors with offices in Wilmington, and one of 410 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience in Delaware
Office1201 N. Orange Street Suite 729, Wilmington, DE 19801
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$311,930
Advisors at the firm57
States licensed ?1 state
Services through Realta Investment Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publications
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2015 – nowRealta Investment Advisors, Inc.Current firm
- 2003 – 2015B. Riley Wealth Advisors, Inc.Previously
- Oct 2002 – Jun 2003Wells Fargo Clearing Services, LLCPreviously
Questions to ask Jay
Tailored to Jay’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jay
How do I contact Jay?
Call Realta Investment Advisors at 888-657-5200 and ask for Jay Porter. Jay works from the Wilmington, DE office.
How long has Jay been a financial advisor?
Jay has been in the industry since 1983, about 43 years. Top 1% by experience in Delaware.
What licenses does Jay hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jay a fiduciary?
Jay is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jay paid?
Realta Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jay for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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