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Jennifer ann Ly

Portfolio Medics, LLC

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About Jennifer ann Ly

Jennifer Ann Ly is a financial advisor currently working at Portfolio Medics, LLC. Jennifer Ann Ly has been in the industry since March 2003 and has worked for several firms, including TRANSAMERICA FINANCIAL ADVISORS, INC, CITIGROUP GLOBAL MARKETS INC., and CITICORP INVESTMENT SERVICES. Jennifer Ann Ly is registered in California. Jennifer Ann Ly offers financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Jennifer ann Ly is currently registered with Portfolio Medics, LLC. Portfolio Medics, LLC is an investment advisor based in Bonita Springs, Florida. They offer financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. The firm has 75 investment advisory representatives and manages approximately $499.6 million in assets for 2,499 clients.
Portfolio Medics, LLC

27499 RIVERVIEW CENTER BLVD

BONITA SPRINGS, FL 34134

$499.61M

Assets Under Management

Not reported

Total Clients

65

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jennifer ann Ly’s Registration & Firm History

FL

04/10/2024 - Present

Portfolio Medics, LLC (BONITA SPRINGS FL)

CA

12/12/2016 - 10/29/2018

TRANSAMERICA FINANCIAL ADVISORS, INC (BREA CA)

CA

05/29/2007 - 12/18/2014

CITIGROUP GLOBAL MARKETS INC. (CHINO HILLS CA)

CA

06/02/2003 - 05/29/2007

CITICORP INVESTMENT SERVICES (LOS ANGELES CA)

MN

03/17/2003 - 05/09/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/17/2003 - 05/09/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 03/27/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/28/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer ann Ly.
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