John Christopher Conrath

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

• 05/1995 → Present
  Self-Employed Insurance Sales
  Naples, FL
• 01/2008 → Present
  Portfolio Medics, Llc
  Worthington, OH
• 02/2012 → 12/2017
  Benefitpros, Llc
  Westerville, OH

Previous Registrations

• 2007-08-07 → 2015-06-29
  Advanced Planning Capital Corporation
  Naples, FL
  Bonita Springs, FL
  E. Setauket, NY
• 2008-02-08 → 2009-10-13
  Evertree Advisors
  Newark, OH
• 2003-08-20 → 2005-11-07
  Wrp Investments, Inc.
  Youngstown, OH

Other Businesses

1. INSURANCE AGENT LIFE, HEALTH & ANNUITY PRACTICE/GENERALLY LESS THAN 5 HOURS A WEEK. NON-INVESTMENT RELATED. 05/1995-PRESENT. 16368 BOYCE DRIVE, BOKEELIA, FL 33922 BENEFITPROS, LLC. NON-INVESTMENT RELATED,2/2012-PRESENT, 7433 BURSON SPRINGS COURT, WESTERVILLE, OHIO 43082, BENEFITS CONSULTING, PRACTICE/GENERALLY LESS THAN 10 HOURS A WEEK. 2. Floyd Nation, LLC. - Musician and Band Partner - Non-investment related - Mr. Conrath approximately spends 4 hours a week practicing with the band and those practice hours are limited to evenings and weekends. 3. Vacation home rental. Owner of property. Non investment related. Less than one hour a week

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-19
• S63 Uniform Securities Agent State Law Examination
  2006-06-13