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John Allan Blacklidge

Portfolio Medics, LLC

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About John Allan Blacklidge

John Blacklidge is an investment advisor representative at Portfolio Medics, LLC, a firm based in Bonita Springs, FL. John has been in the securities industry since 1992 and has worked for several firms including Cambridge Investment Research, Inc. and Lincoln Financial Securities Corporation. John has experience providing financial planning and portfolio management services to individuals. He is a registered investment advisor representative in California.

Firm Information

John Blacklidge 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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John Blacklidge’s Registration & Firm History

FL

05/06/2019 - Present

Portfolio Medics, LLC (BONITA SPRINGS FL)

CA

08/17/2009 - 06/20/2016

CAMBRIDGE INVESTMENT RESEARCH, INC. (NEWPORT BEACH CA)

CA

09/02/2004 - 08/27/2009

LINCOLN FINANCIAL SECURITIES CORPORATION (IRVINE CA)

NY

07/19/2004 - 09/17/2004

MONY SECURITIES CORPORATION (NEW YORK NY)

IN

01/23/1997 - 07/19/2004

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

MA

03/01/1996 - 01/22/1997

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NA

11/24/1992 - 03/01/1996

G. R. PHELPS & CO., INC.

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Licenses & Designations

IA

Issued 07/25/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/24/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/20/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Allan Blacklidge.
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