Jeffrey Goodnow
Advisor at Potomac
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Potomac
Location
Hot Springs Village, AR
Credentials
Series 63, Series 66
Industry experience
22 years
About
Jeffrey Goodnow is a financial advisor at Potomac with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Potomac Fund Management, Inc. since 2015. Based in Hot Springs Village, AR, he works within a multi-advisor team. Potomac provides discretionary portfolio management and model-portfolio services to a diverse client base, including individual investors, pensions, trusts, estates, corporations, and other investment advisers. The firm emphasizes tactical asset allocation, utilizing affiliated mutual funds and a proprietary risk-scoring tool called Guardrails to tailor strategy blends for clients.
Fee options
$0 - $100,000: 0.40% $100,000 - $500,000: 0.32% $500,000 - $1,000,000: 0.28% $1,000,000+: 0.20%
Account minimum: $20,000
Location
Hot Springs Village, AR
Most active in
Jeffrey G has reported serving >5 clients in these states in the last 12 months.
Arkansas · Maryland
Work history
Potomac Fund Management, Inc.
2015 - Present (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
John L
CFP®, Series 63
Hot Springs Village, AR
JWL & Associates, Inc.
Scott S
CFP®, CFA®, Series 66
Hot Springs, AR
Good Life Wealth Management LLC
David A
Series 63, Series 65
Hot Springs Village, AR
Hot Springs Asset Management, Inc.
Tony N
Series 65
Hot Springs, AR
Strongtower Wealth Management, Plc
Todd S
Series 66
Hot Springs, AR
Strongtower Wealth Management, Plc
Amanda L
Series 65
Hot Springs, AR
Cheviot Value Management, LLC
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