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Jennifer Gilliece Burton

POTOMAC FUND MANAGEMENT INC·MIAMI, Florida
Series 65Clean record8 years registeredPOTOMAC FUND MANAGEMENT INC
777 BRICKELL AVE., MIAMI, FL 33131CRD# 6755112Firm CRD# 105413

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Gilliece Burton · MIAMI, FL
Registration
CRD #6755112 · POTOMAC FUND MANAGEMENT INC · 8 years registered
Brand Profile
Not yet started
01

Career History

POTOMAC
Feb 2018 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 9, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
POTOMAC FUND MANAGEMENT INC
CRD 105413 · SEC 801-31311
AUM
$1.4B
Regulatory assets under management
Employees
24
2,289 client accounts
Services offered by POTOMAC FUND MANAGEMENT INC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Market timing services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
View all advisors at POTOMAC FUND MANAGEMENT INC →
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05

Frequently Asked Questions

What services does Jennifer Gilliece Burton offer?
Jennifer Gilliece Burton specializes in Investment Management. Contact their office in MIAMI, Florida for a consultation.
What are Jennifer Gilliece Burton's credentials?
Jennifer Gilliece Burton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Gilliece Burton located?
Jennifer Gilliece Burton is based in MIAMI, Florida, working with POTOMAC FUND MANAGEMENT INC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Jennifer Gilliece Burton charge for services?
Jennifer Gilliece Burton's firm is compensated through percentage of aum, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is POTOMAC FUND MANAGEMENT INC?
POTOMAC FUND MANAGEMENT INC has approximately 24 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at POTOMAC FUND MANAGEMENT INC

Richard Matthew Paul
EASTON, MD
Mark James Palamaras
EASTON, MD
Jeffrey Scott Goodnow
MIAMI, FL
Manish Kumar Khatta
MIAMI, FL

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