Jeffrey Peter Leone
Investment Adviser Representative at Portfolio Medics, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeffrey Peter Leone is an investment adviser representative with Portfolio Medics, LLC in Springfield, MA, where they have been registered since 2023. They have worked in the securities industry since 2013 and have been registered with 8 firms, including Northwestern Mutual Investment Services, LLC and MML Distributors, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Massachusetts and Ohio.
Registrations & licenses
- Investment adviser:
- Massachusetts, Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Cumulus RadioAug 2016 – Dec 2017Springfield, MA
- BKaye RealtyJun 2014 – Nov 2017Springfield, MA
- Northwestern Mutual Life Insurance CompanyMar 2017 – Aug 2018Milwaukee, WI
- Northwestern Mutual Investment Services LLCMar 2017 – Aug 2018Springfield, MA
- Northwestern Mutual Wealth Management CompanyJun 2017 – Aug 2021Milwaukee, WI
- PSL Life GroupJan 2018 – no end date reportedSpringfield, MA
- Portfolio MedicsJan 2023 – no end date reportedBonita Springs, FL
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Portfolio Medics, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $150,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 84
- Offices listed on AdvisorFinder:
- 8
- Main office:
- Bonita Springs, FL
- SEC file number:
- 801-113846
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 14, 2026
View full firm profileOther advisors at Portfolio Medics, LLC
Showing 12 of 84 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Peter Leone has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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