Jennifer ann Ly
Investment adviser representative at Portfolio Medics, LLC
11 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
11 years in the industry.
- Portfolio Medics, LLCMar 2024 to now
- Premier Group Insurance, Inc.Jun 2016 to now
- Premier 360 Insurance and Financial SolutionsJun 2015 to now
- Lifepro Asset Management, LLCNov 2018 to Aug 2023
- Transamerica Financial Advisors, IncDec 2016 to Oct 2018
- World Financial Group, Inc.Oct 2016 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4623311
- Firm CRD
- 145958