J.P. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
22yrs
Caleb Porter
Financial advisor at Rockefeller Capital Management
Caleb Porter has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Los Angeles, California. After seven years at J.P. Morgan Private Wealth Advisors and eight years at Merrill, Caleb joined Rockefeller Capital Management in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
One of 3122 advisors with offices in Los Angeles, and one of 2892 fiduciaries.
At a glance
Experience22 years (since 2005)
How that compares ?More experience than 66% of advisors in Los Angeles
Office1900 Ave Of The Stars Suite 1000, Los Angeles, CA 90067
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.72 million
Advisors at the firm1,036
States licensed ?1 state
Services through Rockefeller Capital Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowRockefeller Financial LLCCurrent firm
- 2016 – 2023J.P. Morgan Private Wealth Advisors LLCPreviously
- 2008 – 2016MerrillPreviously
- 2005 – 2008Citigroup Global Markets Inc.Previously
Contact Caleb
1900 Ave Of The Stars Suite 1000Los Angeles, CA 90067Office · Get directions Firm main line(212) 549-5100Headquarters: Rockefeller Capital Management · New York, NY
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Questions to ask Caleb
Tailored to Caleb’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Caleb
How do I contact Caleb?
Call Rockefeller Capital Management at (212) 549-5100 and ask for Caleb Porter. Caleb works from the Los Angeles, CA office.
How long has Caleb been a financial advisor?
Caleb has been in the industry since 2005, about 22 years. More experience than 66% of advisors in Los Angeles.
What licenses does Caleb hold?
Series 66. Tap any license on this page to see what it allows.
Is Caleb a fiduciary?
Caleb is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Caleb paid?
Rockefeller Capital Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Caleb 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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