John
Neff
Portfolio Medics, LLC
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About this Advisor
John Neff is a certified financial planner and chartered financial consultant working out of Fernandina Beach, Florida with a total of 7 years of relevant experience. Neff is an advisor for Portfolio Medics, LLC. Their career trajectory has included roles at Coastal Income And Capital Preservation Strategies, LLC and Portfolio Medics, LLC. Neff holds a Series 63 license, qualifying them as a securities broker, and can work in Florida and Georgia. Portfolio Medics, LLC is an advisory firm that has its headquarters in Bonita Springs, FL. The investment advisory business has offices in eight locations and a total of 75 employees. It manages $383 million in assets between its 2,167 client accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 2,167 customer accounts, just 1% belong to high-net-worth clients who have more than $1 million in investable assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees typically vary depending on the services provided. However, fee types billed by Portfolio Medics, LLC likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Portfolio Medics, LLC Brokerage Details
$383,038,089
75
2,167
$176,760
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
John Neff Work History
John has been registered as a financial advisor for 7 years.*
Portfolio Medics, LLC
Coastal Income And Capital Preservation Strategies, LLC
*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 Neff 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
Bonita Springs, FL
Reno, NV
White Pine, TN
Fernandina Beach, FL
Springfield, MA
Bonita Springs, FL
Lakewood, CO
Chula Vista, CA
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.
