Jorge
Diaz-Druet

Portfolio Medics, LLC

CRD#6266447
Investment Advisor
in Oklahoma City, OK

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About this Advisor

Jorge Diaz-Druet is a financial advisor based in Oklahoma City, Oklahoma, working with Portfolio Medics, LLC. Jorge has previously held positions at Nylife Securities LLC, New York Life Insurance Co, Installations Technician, The Prudential Insurance Co. Of America, Pruco Securities, LLC, Polston Tax, Calloway Tax Advisors, Massmutual Life Insurance Company, Mml Investors Services, LLC, Calloway Wealth Advisors, and Portfolio Medics, LLC. Jorge has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma. Currently, Jorge is part of Portfolio Medics, LLC, which operates out of Oklahoma City, Oklahoma. 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

Series 63, Series 65

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

5350 S Western Avenue Suite 105
Oklahoma City, OK 73109

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Portfolio Medics, LLC Brokerage Details

Total Assets Under Management

$499,609,065

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

75

OK Average: 62
Total Number of Accounts

2,499

OK Average: 2,474
Average Account Size

$199,924

OK Average: $750,025

Investment Advisory Services

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

Jorge Diaz-Druet Work History

2020 - Present (4 years)

Portfolio Medics, LLC

2018 - Present (6 years)

Calloway Tax Advisors

2018 - Present (6 years)

Calloway Wealth Advisors

2019 - 2020 (1 year)

Massmutual Life Insurance Company

2019 - 2020 (1 year)

Mml Investors Services, LLC

2017 - 2018 (1 year)

Polston Tax

2016 - 2017 (1 year)

The Prudential Insurance Co. Of America

2016 - 2017 (1 year)

Pruco Securities, LLC

2014 - 2016 (2 years)

Nylife Securities LLC

2014 - 2016 (2 years)

New York Life Insurance Co

2013 - 2014 (1 year)

Installations Technician

Disclosures

Please visit the SEC profile of Jorge Diaz-Druet 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

Adam Link
Britt, MN
Stephen Schwesinger
Canonsburg, PA
Michael Tran
Bonita Springs, FL
Robert Cagle
White Pine, TN
Corey Cyr
Port Charlotte, FL
Janet Derrick
Chicago, IL
Abel Molina
Miami, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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