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Jason Stuber

Advisor at Portfolio Medics, LLC

Updated today
Portfolio Medics, LLC logo

Firm

Portfolio Medics, LLC

Location

Parrish, FL

Credentials

Series 65

Industry experience

1 year

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Financial planning fixed fees range from $125 to $5,000; Signal service fees fixed asset-based, negotiable

Percentage

$0 - $10,000,000: 2.60% (Advisor Managed Portfolios - AMP) $10,000,001+: Negotiable (AMP) $0 - $10,000,000: 1.00% (Diversified Fund Allocation - DFA) $10,000,001+: Negotiable (DFA) $0 - $10,000,000: 1.50% (Market Trend Strategy - MTS) $10,000,001+: Negotiable (MTS)

Project-based

$250 per hour for financial planning services

Subscriptions

Ongoing financial consulting support payable quarterly; starting at $250 per quarter for $150,000 portfolio, increasing by $125 per quarter for each additional $50,000

Other

Account minimum: $150,000 Fee-only: Financial planning fixed fees range from $125 to $5,000; hourly fees are $250 per hour; ongoing financial consulting annual fees starting at $1,000 (for $150,000 portfolio) plus $500 for each additional $50,000

Work history

Bayfront Tax and Accounting DBA Liberty Tax

2024 - Present (2 years)

Portfolio Medics

2024 - Present (2 years)

Bayfront Wealth and Insurance, LLC

2024 - Present (2 years)

Red River

2023 - 2024 (1 year)

EMC Corporation

2021 - 2023 (2 years)

Nutanix Inc

2020 - 2021 (1 year)

Riverbed Technology

2010 - 2020 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Garrett M

CFP®, ChFC®

Bradenton, FL

Moore Financial Management, Inc.

Hi, my name is C Garrett Moore. I am carrying on a family tradition of over 30 years of helping people get retired, and stay retired. Since taking the reins in 2017, I transformed the business into a fully independent fiduciary firm so that I can put my clients first and do what's best for them. I also obtained the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® designations which exemplify my commitment to the highest standards of integrity and professionalism. I help pre-retirees plan for their upcoming financial independence, and young professional families get their financial lives simplified and on track towards the life they want. When I'm not working with clients, you can find me chasing down our two beautifully crazy boys, Gavin and Gabriel.

General retirement planning Young Professionals

Mike N

CFP®, ChFC®

St. Petersburg, FL

Olsen Family Financial, LLC

Michael Noce, ChFC®, is an Investment Adviser Representative with Olsen Family Financial, LLC. Mr. Noce graduated Magna Cum Laude from Tulane University in 2009 with a Bachelor of Science in Management, Majoring in Finance. He was commissioned through the Navy ROTC program at Tulane and was named the Chief of Naval Operations 2009 Distinguished Graduate. Mr. Noce was also a member of the Sigma Phi Epsilon Fraternity and the Beta Gamma Sigma Business Honor Society. He graduated with a Master of Liberal Arts, Finance degree from the Harvard Extension School in 2020 with the Dean’s List Academic Achievement Award and Graduate certificates in Real Estate Investing and Corporate Finance. In 2023, he completed the Chartered Financial Consultant program from The American College of Financial Services. In his military career, Mr. Noce served as a Surface Warfare Officer in the United States Navy, deploying on numerous ships throughout the Middle East and Pacific theaters. He held various leadership roles in Engineering, Combat Systems, and Operations departments, and was recognized by Accenture as part of their “Top 40 Under 40 Military” for 2012. He transitioned to the Navy Reserves in 2015 and became the Senior Manager for US Factory Service at Whirlpool Corporation. Mr. Noce returned to active duty in 2018, supporting cultural initiatives for the Secretary of the Navy and the Chief of Naval Operations. During this time in Washington DC, he was selected as a White House Social Aide, serving for both the Trump and Biden administrations. He recently completed two-year Mobilization orders working as a Strategic Operations Planner for US Central Command in Tampa, Florida and Saudi Arabia. He continues to serve as a Commander (Select) in the Navy Reserve. After 15 years in the military, the concept of Service has been a guiding principle in my life. Now as a fiduciary advisor, I am committed to serving others by helping them build a richer and more fulfilling life.

Military & Veterans Work/Life Balance

Andrew D

Series 63, Series 66

St. Petersburg, FL

Fidelity

Andrew DiFiore is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served in several positions within Fidelity, including Planning Consultant, Relationship Manager, and Central Relationship Manager between 2023 and 2025. His career in financial services began with Charles Schwab as a Financial Services Representative in 2022, following an internship at Virtus Financial Partners in 2021. Andrew and his team focus on creating an environment of trust to help clients and their families feel confident in their financial plans, enabling them to concentrate on their personal passions. He aims to be the primary resource for clients when life events impact their finances. Outside of his professional work, Andrew enjoys spending time at the beach, engaging in fitness activities, playing football and golf, traveling, and caring for pets.

Wealth management

Sima T

Series 66

Bradenton, FL

Fidelity

Sima Tamaddon is a Vice President and Wealth Planner at Fidelity Investments, where she has been serving clients since 2021. In this role, she focuses on building long-term partnerships with clients, providing consistent communication and proactive planning that adapts to changing market conditions and individual circumstances. Prior to joining Fidelity, she worked as a Wealth Advisor at Morgan Stanley from 2020 to 2021. Sima's approach emphasizes steady relationships to help clients navigate shifts in goals and markets with confidence. Outside of her professional responsibilities, she enjoys running and playing tennis.

Wealth management Retirement income strategy Income planning

Yann G

Series 66

Bradenton, FL

Edward Jones

Divorce financial planning Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner

Sean A

Series 66

Wimauma, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Retirement income strategy Wealth management Military & Veterans Founder/Business Owner
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