John Michael Hackney

Employer firm

Portfolio Medics, LLC CRD 145958

$780M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2021 → 12/2023
  A.G.P. / Alliance Global Partners
  Newport Beach, CA
• 09/2018 → Present
  Knights Of Columbus Insurance Co.
  Newburgh, NY
• 09/2020 → 04/2021
  Humana, Inc.
  Marlboro, NY
• 09/2020 → 04/2021
  Emblem Health
  Marlboro, NY
• 09/2020 → 04/2021
  Aetna, Inc.
  Msrlboro, NY
• 09/2019 → 04/2021
  United Healthcare Service Llc
  Marlboro, NY
• 08/2025 → Present
  Portfolio Medics
  Bonita Springs, FL
• 01/2003 → 07/2021
  Amone Lowth Wilson And Leibowitz
  Marlboro, NY

Previous Registrations

• 2021-11-03 → 2023-12-31
  A.G.P. / Alliance Global Partners
  Newport Beach, CA
  Marlboro, NY

Other Businesses

Mr. Hackney is a Field Agent for Knights of Columbus Insurance. In this role he transacts in insurance products including annuities for clients. He spends approximately 20 hours a week during market and non-market hours in this endeavor.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-02