Johnny Medina
Advisor at NHABLA
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
NHABLA
Location
Arlington, VA 22201
Credentials
Series 63, Series 65
Industry experience
7 years
About
Johnny Medina is a financial advisor at NHABLA with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Atlus Group, KPMG, Bank of America, Merrill, and Fidelity Brokerage Services. NHABLA LLC provides discretionary investment management and comprehensive financial planning to individuals, families, and small businesses, focusing on clients with substantial investable assets. The firm employs a rules-based approach combining Modern Portfolio Theory and low-cost passive ETFs with quantitative, fundamental, technical, and economic analysis, managing client accounts on a discretionary basis with regular portfolio oversight.
Fee options
$0 - $500,000: $500,000 - $2,500,000: 1.00% $2,500,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Account minimum: $500,000 Fee-only: Tiered asset-based fees as described; fees are negotiable
Location
2300 Wilson Blvd., Suite 700 #1076
Arlington, VA 22201
Most active in
Johnny M has reported serving >5 clients in these states in the last 12 months.
Texas · Virginia
Work history
Atlus Group
2022 - 2023 (1 year)
Kpmg
2021 - 2022 (1 year)
NHABLA
2021 - Present (5 years)
Nabla Financial Inc. d/b/a Nhabla
2021 - Present (5 years)
Bank Of America, N.a.
2019 - 2021 (2 years)
Merrill
2019 - 2021 (2 years)
Johns Hopkins University
2019 - 2019 (1 year)
Fidelity Brokerage services LLC
2018 - 2019 (1 year)
UnEmployed
2018 - 2018 (1 year)
Baird
2017 - 2018 (1 year)
UnEmployed
2017 - 2017 (1 year)
Census Bureau
2017 - 2017 (1 year)
UnEmployed
2016 - 2017 (1 year)
Florida international university
2013 - 2016 (3 years)
At&T
2013 - 2016 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Chevy Chase, MD
Green View Advisors LLC
Harry G
CFP®, Series 63, Series 65
Alexandria, VA
G, G, & M Financial Goals
Garo P
Series 66
Alexandria, VA
Potomac Wealth Strategies, LLC
David H
CFP®, Series 63
Fairfax, VA
David N. Hainsworth, C.P.A., P.C.
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