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Jeffrey Scott Goodnow

Potomac Fund Management

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About Jeffrey Scott Goodnow

Jeffrey Goodnow is an investment advisor representative at Potomac Fund Management. He has been in the industry since 1997 and holds a Series 7, Series 6, Series 63, and Series 66 licenses. Jeffrey has experience working with individuals, investment companies, and corporations. His primary focus is providing investment advice and portfolio management for his clients.

Firm Information

Jeffrey Goodnow is currently registered with Potomac Fund Management. Potomac Fund Management is an investment advisor based in MIAMI, FL. The firm provides portfolio management for individuals, investment companies, and publishes periodicals. Potomac Fund Management manages $1.39 billion in assets for 2,289 clients.
Potomac Fund Management

777 BRICKELL AVE.

MIAMI, FL 33131

$1.39B

Assets Under Management

38

Total Clients

19

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 individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jeffrey Goodnow’s Registration & Firm History

AR

10/29/2015 - Present

Potomac Fund Management (Hot Springs Village AR)

KS

03/17/2003 - 09/08/2015

VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)

MO

08/04/1997 - 01/30/2002

AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)

KS

02/12/1997 - 07/08/1998

SECURITY DISTRIBUTORS, INC. (TOPEKA KS)

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Licenses & Designations

BOTH

Issued 11/25/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/24/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/08/2015

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2003

Series 7 - General Securities Representative Examination

BC

Issued 12/07/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Scott Goodnow.
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