JB
John M. Billy
PORTFOLIO MEDICS
Bonita Springs, FL 34134
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CRD#: 2714279
JB
Professional summary
John Michael Billy JR is a registered financial advisor currently at PORTFOLIO MEDICS, LLC located in Bonita Springs, Florida.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. John has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
INSURANCE AGENT LIFE, HEALTH & ANNUITY. NON INVESTMENT RELATED. 11/1995 - PRESENT PRACTICE/GENERALLY LESS THAN 5 HOURS A WEEK. 7433 BURSON SPRINGS COURT WESTERVILLE, OH 43082.BENEFITPROS, LLC. NON-INVESTMENT RELATED,2/2012-PRESENT, 7433 BURSON SPRINGS COURT, WESTERVILLE, OHIO 43082, BENEFITS CONSULTING, PRACTICE/GENERALLY LESS THAN 10 HOURS A WEEK.
CRS (Client Relationship Summary) - RIA
Click below to view John Michael Billy JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 8, 2008 - Present
PORTFOLIO MEDICS, LLC
Office #1: 27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134RIA
CRD#: 145958
Bonita Springs, FL
Past
August 17, 2007 - December 31, 2008
ADVANCED PLANNING SECURITIES, INC.
BD
CRD#: 14382
SMITHTOWN, NY
Past
March 31, 2006 - November 6, 2008
SENIORS ADVOCACY ALLIANCE INC.
RIA
CRD#: 139793
WESTERVILLE, OH
Past
March 28, 2002 - February 8, 2010
PROACTIVE FINANCIAL SOLUTIONS, LLC
RIA
CRD#: 119452
WESTERVILLE, OH
Past
February 29, 1996 - August 17, 2007
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
WESTERVILLE, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PM
PORTFOLIO MEDICS, LLC
401 (K) MEDICS, LLC | PORTFOLIO MEDICS, LLC | 401(K) MEDICS, LLC,403(B) MEDICS, LLC
CRD#: 145958 / SEC#: 801-113846
RIA
Registered Investment Advisory firm - (8/16/2018 Approved)Arizona
Registered Investment Advisory firm - (10/3/2018 Terminated)California
Registered Investment Advisory firm - (5/13/2019 Terminated)Florida
Registered Investment Advisory firm - (10/3/2018 Terminated)Georgia
Registered Investment Advisory firm - (10/5/2018 Terminated)Illinois
Registered Investment Advisory firm - (11/18/2011 Terminated)Kentucky
Registered Investment Advisory firm - (10/3/2018 Terminated)Minnesota
Registered Investment Advisory firm - (11/18/2011 Terminated)New York
Registered Investment Advisory firm - (11/18/2011 Terminated)North Carolina
Registered Investment Advisory firm - (10/5/2018 Terminated)Ohio
Registered Investment Advisory firm - (10/3/2018 Terminated)Oregon
Registered Investment Advisory firm - (10/3/2018 Terminated)South Carolina
Registered Investment Advisory firm - (10/3/2018 Terminated)Tennessee
Registered Investment Advisory firm - (10/4/2018 Terminated)Texas
Registered Investment Advisory firm - (10/3/2018 Terminated)Virginia
Registered Investment Advisory firm - (11/13/2015 Terminated)West Virginia
Registered Investment Advisory firm - (11/18/2011 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(9/30/2009)
IAR
Georgia(8/22/2014)
IAR
Michigan(10/17/2025)
IAR
North Carolina(3/6/2013)
IAR
Ohio(2/8/2008)
IAR
Tennessee(5/17/2012)
IAR
Texas(3/29/2010)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PM
PORTFOLIO MEDICS, LLC
401 (K) MEDICS, LLC | PORTFOLIO MEDICS, LLC | 401(K) MEDICS, LLC,403(B) MEDICS, LLC
CRD#: 145958 / SEC#: 801-113846
RIA
Registered Investment Advisory firm - (8/16/2018 Approved)Arizona
Registered Investment Advisory firm - (10/3/2018 Terminated)California
Registered Investment Advisory firm - (5/13/2019 Terminated)Florida
Registered Investment Advisory firm - (10/3/2018 Terminated)Georgia
Registered Investment Advisory firm - (10/5/2018 Terminated)Illinois
Registered Investment Advisory firm - (11/18/2011 Terminated)Kentucky
Registered Investment Advisory firm - (10/3/2018 Terminated)Minnesota
Registered Investment Advisory firm - (11/18/2011 Terminated)New York
Registered Investment Advisory firm - (11/18/2011 Terminated)North Carolina
Registered Investment Advisory firm - (10/5/2018 Terminated)Ohio
Registered Investment Advisory firm - (10/3/2018 Terminated)Oregon
Registered Investment Advisory firm - (10/3/2018 Terminated)South Carolina
Registered Investment Advisory firm - (10/3/2018 Terminated)Tennessee
Registered Investment Advisory firm - (10/4/2018 Terminated)Texas
Registered Investment Advisory firm - (10/3/2018 Terminated)Virginia
Registered Investment Advisory firm - (11/13/2015 Terminated)West Virginia
Registered Investment Advisory firm - (11/18/2011 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134
Mailing Address
Phone number
(239) 444-1766
Established
Firm type
Fiscal year end
# of Employees
75
SEC notice filing (41 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 3,702 |
| AUM (Assets Under Management) | $ 552,733,331 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
