Jeffrey
Leone
Portfolio Medics, LLC
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About this Advisor
Jeffrey Leone is a financial advisor working out of Springfield, Massachusetts. Leone is an advisor for Portfolio Medics, LLC. During their career, Leone has held roles at Massmutual, Cumulus Radio, Bkaye Realty, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Psl Life Group and Portfolio Medics. Leone maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Massachusetts. Portfolio Medics, LLC is a financial advisory company operating out of Bonita Springs, FL. The firm has offices in eight locations and a total of 75 people on staff. It manages $383 million in assets under management among its 2,167 customer accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 2,167 customer accounts, just 1% are held by high-net-worth investors who have at least $1 million in assets available to invest. The business provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on which services are provided. However, fees billed by Portfolio Medics, LLC most 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
Jeffrey Leone Work History
Jeffrey has been registered as a financial advisor for 0 years.*
Portfolio Medics
Psl Life Group
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
Cumulus Radio
Bkaye Realty
Massmutual
*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 Jeffrey Leone 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
White Pine, TN
Bonita Springs, FL
Reno, NV
Aldie, VA
Hamilton, NJ
Venice, FL
Claremont, FL
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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