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Jon Ferraiolo

Potomac Fund Management

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About Jon Ferraiolo

Jon Ferraiolo is an investment advisor representative with Potomac Fund Management, and is registered to provide investment advisory services in Georgia. Jon has been working in the financial industry since 2012 and has a broad range of experience. Jon has also worked for companies such as Fidelity Brokerage Services LLC, Northwestern Mutual Investment Services, LLC, Voya Investments Distributor, LLC, Fred Alger & Company, Incorporated, and Prudential Investment Management Services LLC. Jon has a Series 7, Series 66, and SIE licenses.

Firm Information

Jon Ferraiolo 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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Jon Ferraiolo’s Registration & Firm History

FL

04/05/2024 - Present

Potomac Fund Management (MIAMI FL)

GA

12/16/2022 - 12/01/2023

FIDELITY BROKERAGE SERVICES LLC (DUNWOODY GA)

GA

03/21/2022 - 11/17/2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ATLANTA GA)

GA

08/06/2019 - 03/16/2022

VOYA INVESTMENTS DISTRIBUTOR, LLC (Atlanta GA)

NY

07/26/2016 - 08/01/2019

FRED ALGER & COMPANY, INCORPORATED (NEW YORK NY)

NJ

06/05/2013 - 06/27/2016

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

NJ

07/03/2012 - 03/01/2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MORRISTOWN NJ)

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Licenses & Designations

BOTH

Issued 08/29/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jon Ferraiolo.
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