Jeffrey Peter Leone
Investment adviser representative at Portfolio Medics, LLC
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Portfolio Medics, LLCJan 2023 to now
- Psl Life GroupJan 2018 to now
- Northwestern Mutual Wealth Management CompanyJun 2017 to Aug 2021
- Northwestern Mutual Investment Services LLCMar 2017 to Aug 2018
- Northwestern Mutual Life Insurance CompanyMar 2017 to Aug 2018
- Cumulus RadioAug 2016 to Dec 2017
- Bkaye RealtyJun 2014 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (MA, OH).
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
- 5385949
- Firm CRD
- 145958