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Jeffrey Carr Fountain

Passive Capital Management, LLC

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About Jeffrey Carr Fountain

Jeffrey Carr Fountain is a financial advisor with over 3 years of experience in the financial services industry. Jeffrey is registered with the state of Maryland as an Investment Advisor Representative. Jeffrey is currently employed by Passive Capital Management, LLC and is a Certified Financial Planner. Jeffrey has previously worked at MML Investors Services, LLC and MassMutual. Jeffrey specializes in providing portfolio management for individuals and businesses.

Firm Information

Jeffrey Fountain is currently registered with Passive Capital Management, LLC. Passive Capital Management, LLC is an investment advisor based in Syracuse, NY. The firm provides portfolio management services for individuals, businesses, and charitable organizations. They have over $863 million in regulatory assets under management. Their website can be found at https://passivecapital.com/.
Passive Capital Management, LLC

SALINA PLACE, 205 S. SALINA STREET

SYRACUSE, NY 13202

$863.71M

Assets Under Management

367

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Fountain’s Registration & Firm History

MD

01/06/2024 - Present

Passive Capital Management, LLC (Baltimore MD)

MD

06/02/2015 - 11/29/2018

MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)

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Licenses & Designations

IA

Issued 01/14/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/31/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Carr Fountain.
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