Unclaimed
Jennifer Burton is a registered Investment Advisor Representative at Potomac Fund Management. Jennifer is licensed in Maryland. Jennifer has been in the industry since March 2007 and holds a Series 65 license. Jennifer has experience working with a variety of clients, including individuals, high-net-worth individuals, investment companies and corporations. Jennifer's firm specializes in portfolio management for individuals, investment companies, and the publication of periodicals.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
02/09/2018 - Present
Potomac Fund Management (MIAMI FL)
IA
Issued 02/09/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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