John Michael Hackney
Investment adviser representative at Portfolio Medics, LLC
23 yearsExperience
1 stateRegistered in
$780.5MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Portfolio Medics, LLCAug 2025 to now
- Knights of Columbus Insurance Co.Sep 2018 to now
- A.G.P. / Alliance Global PartnersNov 2021 to Dec 2023
- Aetna, Inc.Sep 2020 to Apr 2021
- Emblem HealthSep 2020 to Apr 2021
- Humana, Inc.Sep 2020 to Apr 2021
- United Healthcare Service LLCSep 2019 to Apr 2021
- Amone Lowth Wilson and LeibowitzJan 2003 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Portfolio Medics, LLC
$780.5MAssets managed
2,929Clients
82Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3111953
- Firm CRD
- 145958