Joshua
Olds
New Potomac Partners LLC
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About this Advisor
Joshua Olds is a chartered financial analyst working in Bethesda, Maryland who has 8 years of industry experience. Olds is currently employed by New Potomac Partners LLC. Their career trajectory has included roles at Johnston Lemon & Co Inc, Johnston Lemon Asset Management and New Potomac Partners, LLC. Olds has Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to work in Maryland. New Potomac Partners LLC is a registered investment company that has its headquarters in Bethesda, MD. It has just three employees. It administers $167 million in total assets between its 176 client accounts, placing it among the mid-sized firms in the nation by assets under management. The firm provides services to one charities and foundations. Of its 176 accounts, 38% are held by high-net-worth investors who have at least $1 million in investable assets. New Potomac Partners LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees typically vary depending on which services the firm provides the client. Fee types charged by New Potomac Partners LLC may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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New Potomac Partners LLC Brokerage Details
$166,465,461
3
176
$945,826
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Joshua Olds Work History
Joshua has been registered as a financial advisor for 8 years.*
New Potomac Partners, LLC
Johnston Lemon & Co Inc
Johnston Lemon Asset Management
*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 Joshua Olds 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 New Potomac Partners LLC
Bethesda, MD
Bethesda, MD
Bethesda, MD
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