Invested Better
Unclaimed

Unclaimed

Unclaimed

John Robert Webster

Portfolio Medics, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Robert Webster

John Robert Webster is a financial professional with over 27 years of experience in the financial services industry. John has a Series 63 and 65 license and is currently registered with Portfolio Medics, LLC. John is located in Bonita Springs, FL and Plymouth, MN. John also provides financial planning, insurance services, and business consulting through Exemplar Wealth Protection and Exemplar Business Solutions. John is a specialist in financial planning, pension consulting, and selecting other advisors. John has worked in the financial industry since November 1995.

Firm Information

John Webster 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Webster’s Registration & Firm History

FL

01/07/2025 - Present

Portfolio Medics, LLC (BONITA SPRINGS FL)

Not sure if John Robert Webster is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Robert Webster.
Not sure if John Robert Webster is right for you?