Jeb
Altonaga
Portfolio Medics, LLC
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About this Advisor
Jeb Altonaga is a financial advisor based in New York, New York, working with Portfolio Medics, LLC. Jeb has previously held positions at Growth Capital Services, Sandon Capital, Northern Trust Company (Hk) LTD, Pinyin Capital Management Hong Kong Limited, Finalis Securities LLC, Portfolio Medics, and Clearglass Capital. Jeb has passed the Series 66, Series 65, and Series 63 regulatory exams and is registered to provide services in California, Florida, New Jersey, and New York. Currently, Jeb is part of Portfolio Medics, LLC, which operates out of New York, New York. The firm has 8 offices and 75 employees. The firm manages assets totaling $499.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Portfolio Medics, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Portfolio Medics, LLC Brokerage Details
$499,609,065
75
2,499
$199,924
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jeb Altonaga Work History
Portfolio Medics
Finalis Securities LLC
Clearglass Capital
Growth Capital Services
Sandon Capital
Pinyin Capital Management Hong Kong Limited
Northern Trust Company (Hk) LTD
Disclosures
Please visit the SEC profile of Jeb Altonaga 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
Canonsburg, PA
Kent, WA
White Pine, TN
Bonita Springs, FL
Britt, MN
Winter Park, FL
Miami, FL
Reno, NV
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