Unclaimed Profile

Jeffrey Carr Fountain

PASSIVE CAPITAL MANAGEMENT, LLC·SYRACUSE, New York

SIE, Series 6, Series 63, Series 65CFPClean record10 years registeredPASSIVE CAPITAL MANAGEMENT, LLC

SALINA PLACE, 205 S. SALINA STREET, SYRACUSE, NY 13202CRD# 6209449Firm CRD# 142870

Profile Verification

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

Identity

Jeffrey Carr Fountain · SYRACUSE, NY

Registration

CRD #6209449 · PASSIVE CAPITAL MANAGEMENT, LLC · 10 years registered

Brand Profile

Not yet started

Career History

PASSIVE CAPITAL MANAGEMENT, LLC

Jan 2019 – present

MML INVESTORS SERVICES, LLC

Feb 2016 – Nov 2018

HUNT VALLEY, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · February 12, 2016

Years registered · 10

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PASSIVE CAPITAL MANAGEMENT, LLC

CRD 142870 · SEC 801-68774

AUM

$864M

Regulatory assets under management

Employees

368 client accounts

Services offered by PASSIVE CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PASSIVE CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Carr Fountain offer?

Jeffrey Carr Fountain specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SYRACUSE, New York for a consultation.

What are Jeffrey Carr Fountain's credentials?

Jeffrey Carr Fountain holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeffrey Carr Fountain located?

Jeffrey Carr Fountain is based in SYRACUSE, New York, working with PASSIVE CAPITAL MANAGEMENT, LLC. Their office serves clients in the SYRACUSE metropolitan area and surrounding communities.

How does Jeffrey Carr Fountain charge for services?

Jeffrey Carr Fountain's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PASSIVE CAPITAL MANAGEMENT, LLC?

PASSIVE CAPITAL MANAGEMENT, LLC has approximately 6 employees and manages $864M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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