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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant40 years in industry

JOHN SCHUYLER NEFF

Advisor at PORTFOLIO MEDICS, LLC

FERNANDINA BEACH, FL | BONITA SPRINGS, FL

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Search this name across graphsid dfx:ria:dfc72d60-8e9b-89e3-457a-4d83f368fb39

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 1, 2010 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PORTFOLIO MEDICS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 20, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63
First exam: Feb 20, 1986
First registration: Sep 1, 2010
Dual registered: no
IAPD individual key: 1440680

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PORTFOLIO MEDICS, LLC	Independent wealth	Dec 14, 2016	n/a	yes	FERNANDINA BEACH, FL\|BONITA SPRINGS, FL	Current employment
COASTAL INCOME AND CAPITAL PRESERVATION STRATEGIES, LLC	n/a	Feb 15, 2012	Dec 31, 2017	no	SAVANNAH, GA	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Jul 7, 2011	Feb 27, 2012	no	APPLETON, WI\|SAVANNAH, GA	Previous registration
ENSEMBLE FINANCIAL SERVICES, INC.	n/a	Sep 1, 2010	Jun 23, 2011	no	PITTSFORD, NY\|SAVANNAH, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COASTAL INCOME AND CAPITAL PRESERVATION STRATEGIES, LLC	PORTFOLIO MEDICS, LLC	Dec 31, 2017	Dec 14, 2016	-382	Firm change after gap	Other
INVEST FINANCIAL CORPORATION	COASTAL INCOME AND CAPITAL PRESERVATION STRATEGIES, LLC	Feb 27, 2012	Feb 15, 2012	-12	Firm change	Other
ENSEMBLE FINANCIAL SERVICES, INC.	INVEST FINANCIAL CORPORATION	Jun 23, 2011	Jul 7, 2011	14	Firm change	Other

Relationships

Registered with (4)

→ PORTFOLIO MEDICS, LLCRegistered adviserregistration: current employment
Dec 14, 2016 to presentfactForm ADV
→ COASTAL INCOME AND CAPITAL PRESERVATION STRATEGIES, LLCRegistered adviserregistration: previous registration
Feb 15, 2012 to Dec 31, 2017factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Jul 7, 2011 to Feb 27, 2012factForm ADV
→ ENSEMBLE FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Sep 1, 2010 to Jun 23, 2011factForm ADV

Dated events

No dated event names this entity yet.