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Jorge Manuel Diaz-druet

Portfolio Medics, LLC

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About Jorge Manuel Diaz-druet

Jorge Diaz-druet is a financial advisor with Portfolio Medics, LLC, a firm that provides financial advisory services to individuals and high-net-worth individuals. Jorge has been in the industry for several years and holds various licenses and certifications. Jorge specializes in financial planning, pension consulting, and selection of other advisors. Jorge is also an independent insurance agent.

Firm Information

Jorge Diaz-druet 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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Jorge Diaz-druet’s Registration & Firm History

OK

06/12/2024 - Present

Portfolio Medics, LLC (Oklahoma City OK)

OK

06/08/2019 - 12/26/2019

MML INVESTORS SERVICES, LLC (OKLAHOMA CITY OK)

OK

06/01/2016 - 02/22/2017

PRUCO SECURITIES, LLC. (OKLAHOMA CITY OK)

OK

08/29/2014 - 05/04/2016

NYLIFE SECURITIES LLC (OKLAHOMA CITY OK)

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Licenses & Designations

IA

Issued 09/24/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/12/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/08/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/22/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jorge Manuel Diaz-druet.
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