Joel W Austin
Investment adviser representative at Portfolio Medics, LLC
24 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
24 years in the industry.
- Portfolio Medics, LLCJul 2026 to now
- Multiple Insurance FirmsMay 2025 to now
- Revolution WorshipSep 2022 to now
- Thrivent FinancialSep 2025 to Jun 2026
- Thrivent Investment Management Inc.Feb 2025 to Jun 2026
- The Auto Club GroupJan 2025 to Mar 2025
- The Auto Club GroupMar 2024 to Nov 2024
- Phillip Robinson All StateFeb 2024 to Mar 2024
- John Wagner State FarmSep 2023 to Jan 2024
- Ailm FinancialJul 2022 to Mar 2024
- Macedonia Baptist ChurchMar 2022 to May 2022
- First Baptist Church of Archdale dba Joy Community FellowshipAug 2019 to Mar 2022
- Burke International ToursSep 2018 to Aug 2019
- Southern Senior NetworkJul 2015 to Aug 2019
- Self-employed Insurance AgentJan 2002 to Apr 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 8032748
- Firm CRD
- 145958