Unclaimed Profile

Joshua Aaron Olds

NEW POTOMAC PARTNERS LLC·NORTH BETHESDA, Maryland

SIE, Series 7, Series 31, Series 63, Series 66Clean record21 years registeredNEW POTOMAC PARTNERS LLC

909 ROSE AVE, NORTH BETHESDA, MD 20852CRD# 2874964Firm CRD# 170061

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joshua Aaron Olds · NORTH BETHESDA, MD

Registration

CRD #2874964 · NEW POTOMAC PARTNERS LLC · 21 years registered

Brand Profile

Not yet started

Career History

NEWEDGE ADVISORS

Oct 2024 – present

NEW POTOMAC PARTNERS LLC

Apr 2015 – Oct 2024

NORTH BETHESDA, MD

JOHNSTON LEMON ASSET MANAGEMENT INC

Feb 2013 – Jan 2015

WASHINGTON, DC

JOHNSTON LEMON ASSET MANAGEMENT INC

Mar 2006 – Dec 2011

WASHINGTON, DC

MORGAN STANLEY

Feb 2005 – Nov 2005

LAKE OSWEGO, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 66

Registration record

First registered · February 1, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEW POTOMAC PARTNERS LLC

CRD 170061 · SEC 801-80463

AUM

$211M

Regulatory assets under management

Employees

121 client accounts

Services offered by NEW POTOMAC PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NEW POTOMAC PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Joshua Aaron Olds offer?

Joshua Aaron Olds specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTH BETHESDA, Maryland for a consultation.

What are Joshua Aaron Olds's credentials?

Joshua Aaron Olds is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joshua Aaron Olds located?

Joshua Aaron Olds is based in NORTH BETHESDA, Maryland, working with NEW POTOMAC PARTNERS LLC. Their office serves clients in the NORTH BETHESDA metropolitan area and surrounding communities.

How does Joshua Aaron Olds charge for services?

Joshua Aaron Olds's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEW POTOMAC PARTNERS LLC?

NEW POTOMAC PARTNERS LLC has approximately 3 employees and manages $211M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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