John Michael Hackney
Investment Adviser Representative at Portfolio Medics, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
John Michael Hackney is an investment adviser representative with Portfolio Medics, LLC in Marlboro, NY, where they have been registered since 2025. They have worked in the securities industry since 2022 and were previously registered with A.g.p / Alliance Global Partners. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 3 (commodity futures). They are registered to provide investment advice in New York.
Registrations & licenses
- Investment adviser:
- New York
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.
- A.G.P. / Alliance Global PartnersNov 2021 – Dec 2023Newport Beach, CA
- Knights of Columbus Insurance Co.Sep 2018 – no end date reportedNewburgh, NY
- Humana, Inc.Sep 2020 – Apr 2021Marlboro, NY
- Emblem HealthSep 2020 – Apr 2021Marlboro, NY
- Aetna, Inc.Sep 2020 – Apr 2021Msrlboro, NY
- United HealthCare Service LLCSep 2019 – Apr 2021Marlboro, NY
- Portfolio MedicsAug 2025 – no end date reportedBonita Springs, FL
- Amone Lowth Wilson and LeibowitzJan 2003 – Jul 2021Marlboro, NY
Official records & sources
Data as of May 30, 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. John Michael Hackney 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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