Jeffrey Fountain, financial advisor Baltimore MD

Jeffrey Fountain

CRD Number: 6209449
Current Firm: Passive Capital Management, LLC

Jeffrey Fountain (CRD# 6209449) is an Investment Advisor Representative working at Passive Capital Management, LLC in Baltimore, MD and has over 8 years of experience in the finance industry. Jeffrey Fountain has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Passive Capital Management LLC Baltimore, MD Nov 2018 - Current 5
Massmutual Hunt Valley, MD Mar 2015 - Oct 2018 3
Mml Investors Services Hunt Valley, MD Mar 2015 - Oct 2018 3
Unemployed Lutherville, MD Jul 2014 - Mar 2015 < 1
Georgetown University Washington, DC Aug 2010 - Jun 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2015
S65 NASAA Investment Advisors Law Examination Jan 2016
Contact Info for Jeffrey C. Fountain
Phone Number: 315-478-3130
Registered State(s):
By the Numbers
  • Total Assets Under Management
    864
    MILLIONS
  • Total Number of Accounts
    368
    ACCOUNTS
  • Average Account Value
    $2,347,042
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, DC, FL, MA, MD, NC, NJ, NY, PA, TX, VA

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