Jason Alan Stuber
Investment adviser representative at Portfolio Medics, LLC
16 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
16 years in the industry.
- Bayfront Tax and Accounting dba Liberty TaxDec 2024 to now
- Portfolio Medics, LLCSep 2024 to now
- Bayfront Wealth and Insurance, LLCAug 2024 to now
- Red RiverAug 2023 to Aug 2024
- Emc CorporationDec 2021 to Aug 2023
- Nutanix IncDec 2020 to Dec 2021
- Riverbed TechnologyJan 2010 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7986318
- Firm CRD
- 145958