John
Blacklidge

Portfolio Medics, LLC

CRD#2284623
Investment Advisor
in Bonita Springs, FL

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About this Advisor

John Blacklidge is a financial advisor based out of Bonita Springs, Florida who has 4 years of industry experience. Blacklidge currently works for Portfolio Medics, LLC. During their career, the advisor has held roles at Portfolio Medics, LLC, Cambridge Investment Research, Inc, John Blacklidge and Horter Investment Management. Blacklidge maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in California. Portfolio Medics, LLC is a financial advisory firm based in Bonita Springs, FL. The company has offices in eight locations and a total of 75 advisors. It controls $383 million in assets between its 2,167 customer accounts, placing it among the larger firms in the country by assets under management. Of its 2,167 accounts, just 1% belong to high-net-worth clients who have at least $1 million in assets. Portfolio Medics, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees typically depend on which services the firm provides the client. Fee types charged by Portfolio Medics, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

27499 Riverview Center Blvd Suite 406
Bonita Springs, FL 34134

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Portfolio Medics, LLC Brokerage Details

Total Assets Under Management

$383,038,089

FL Average: $1,855,561,029
Total Number of Employees

75

FL Average: 62
Total Number of Accounts

2,167

FL Average: 2,474
Average Account Size

$176,760

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

John Blacklidge Work History

John has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Portfolio Medics, LLC

2007 - Present (17 years)

John Blacklidge

2017 - 2019 (2 years)

Horter Investment Management

2009 - 2017 (8 years)

Cambridge Investment Research, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Blacklidge to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Portfolio Medics, LLC

Min Kiang
Bonita Springs, FL
Cory Semel
Reno, NV
Robert Cagle
White Pine, TN
Richard Munchel
Aldie, VA
Henry Angelucci
Hamilton, NJ
Nicholas Macdonald
Hopkins, MN
Enri Santee
Chula Vista, CA
Jeffrey Leone
Springfield, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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