John Neff, financial advisor Fernandina Beach FL

John Neff

CRD Number: 1440680
Current Firm: Portfolio Medics, LLC

John Neff (CRD# 1440680) is an Investment Advisor Representative working at Portfolio Medics, LLC in Fernandina Beach, FL and has over 38 years of experience in the finance industry. John Neff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Portfolio Medics, LLC Bonita Springs, FL Dec 2016 - Current 7
Coastal Income And Capital Preservation Strategies, LLC Savannah, GA Feb 2012 - Dec 2017 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
Contact Info for John S. Neff
Phone Number: (239) 444-1766
Registered State(s):
  • FL
  • GA
By the Numbers
  • Total Assets Under Management
    500
    MILLIONS
  • Total Number of Accounts
    2,499
    ACCOUNTS
  • Average Account Value
    $199,924
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

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