Jeffrey
Goodnow

Potomac Fund Management

CRD#2658065
Investment Advisor
in Hot Springs Village, AR

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About this Advisor

Jeffrey Goodnow is a financial advisor who works in Hot Springs Village, Arkansas with a total of 8 years of industry experience. Goodnow works at Potomac Fund Management. The advisor has gained experience at Vsr Financial Services, Inc, Vsr Advisory Services and Potomac Fund Management. Goodnow has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to serve investors in Kansas and Ohio. Potomac Fund Management is a financial advisory company that has its headquarters in Miami, FL. It manages $600 million in assets between its 2,230 accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 2,230 accounts, just 3% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm has a few services, including portfolio management for individuals and small businesses, portfolio management for investment companies and publication of newsletters. A financial advisor's fees usually vary depending on the services. However, fee types billed by Potomac Fund Management can consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

8 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees

Office Location

Hot Springs Village, AR

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Potomac Fund Management Brokerage Details

Total Assets Under Management

$599,597,422

AR Average: $1,855,561,029
Total Number of Employees

16

AR Average: 62
Total Number of Accounts

2,230

AR Average: 2,474
Average Account Size

$268,878

AR Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Publication of periodicals or newsletters

Jeffrey Goodnow Work History

Jeffrey has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Potomac Fund Management

2007 - 2015 (8 years)

Vsr Advisory Services

2003 - 2015 (12 years)

Vsr Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffrey Goodnow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Potomac Fund Management

Michael Rogers
Texarkana, TX
Jonathan Fecko
Miami, FL
Daniel Russo
Manhasset, NY
Shelly Brockman
Miami, FL
Chase Smith
Miami, FL
Jennifer Burton
Miami, FL
Kaitlyn Humphries
Miami, FL
Jeffrey Goodnow
Hot Springs Village, AR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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