Broker Check
Jessica  Porter

Jessica Porter

Vice President, Retirement Plan Services

Jessica Porter joined BPG Wealth Management in May 2014. She is a resource and contact for both group and individual 401(k) plans. Jessica’s passion is helping business owners maximize their own savings while helping employees understand and maximize their employer sponsored retirement plans. On the company side, she works with business owners, HR, benefit managers, and payroll departments to help ensure the retirement plan is communicated effectively to the employees. It is Jessica’s goal to be a resource and answer questions so the companies she works with can focus on their business and what they do best. On the employee side, she assists retirement plan participants in enrollment, understanding of investment and administration options, as well as how to maneuver the enrollment web-page and resources of retirement plan providers.

Jessica graduated from the University of Houston in 2009 with a Bachelors of Business Administration in Marketing. She worked for 7 years with the Ferrari and Maserati group in Texas, focusing on customer service and working heavily in both client relations as well as marketing. Jessica lives in Portland with her boyfriend, Kelly, and her dog Sadie.

Qualifications

  • Bachelor of Business Administration, University of Houston,
    Houston, Texas
  • FINRA Licenses – Series 6, 63, 65
  • Life, Disability, Health, and Long Term Care Insurance Producer
    Licenses