Invested Better
Unclaimed

Unclaimed

Unclaimed

Martin Derrick Jenkins

Portfolio Medics, LLC

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

About Martin Derrick Jenkins

Martin Jenkins is a financial advisor who has been in the industry since 1995. Martin currently works for Portfolio Medics, LLC, based in Naples, Florida. Previously, Martin was employed by several other firms including Allstate Financial Services, LLC, Gunnallen Financial, Inc., FSC Securities Corporation, First American Equities, Inc., Prime Capital Services, Inc. and PFS Investments Inc. Martin's career has spanned several states and he is currently registered as an Investment Advisor Representative in Florida. Martin holds Series 6, 7, 24, 26 and 63 licenses. He also holds the Series 65 license. Martin is also an owner of Enduring Business Solutions, DBA EZPZ Insurance Licensed Insurance Agent and an agent/broker for HRO Resources, LLC.

Firm Information

Martin Jenkins 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.

Martin Jenkins’s Registration & Firm History

FL

11/14/2024 - Present

Portfolio Medics, LLC (Naples FL)

KY

10/16/2008 - 08/01/2011

ALLSTATE FINANCIAL SERVICES, LLC (LEXINGTON KY)

FL

12/11/2006 - 08/14/2007

GUNNALLEN FINANCIAL, INC (BOCA RATON FL)

FL

07/28/1999 - 09/01/2006

FSC SECURITIES CORPORATION (JUPITER FL)

FL

12/17/1998 - 07/23/1999

FIRST AMERICAN EQUITIES, INC. (FT LAUDERDALE FL)

NY

06/17/1996 - 12/16/1998

PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)

GA

08/03/1995 - 12/31/1995

PFS INVESTMENTS INC. (DULUTH GA)

Not sure if Martin Derrick Jenkins is right for you?

Licenses & Designations

IA

Issued 10/29/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/03/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/29/2002

Series 24 - General Securities Principal Examination

BC

Issued 01/23/1997

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 11/20/2001

Series 7 - General Securities Representative Examination

BC

Issued 07/31/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Martin Derrick Jenkins. Review regulatory record here.
Not sure if Martin Derrick Jenkins is right for you?