Jennifer Burton
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.
About
Jennifer Burton is a financial advisor at Potomac with eight years of industry experience. She holds the Series 65 designation and has been with Potomac Fund Management, Inc. since 2007. Potomac provides discretionary portfolio management and model-portfolio services to a variety of clients, including individual investors, pensions, trusts, estates, corporations, and other investment advisers. The firm employs tactical asset allocation through affiliated mutual funds and model strategies, supported by a proprietary risk-scoring tool called Guardrails, and manages approximately $2.4 billion in discretionary assets across a multi-advisor team.
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
Berlin, MD
Most active in
Jennifer B has reported serving >5 clients in these states in the last 12 months.
Maryland
Work history
Potomac Fund Management, Inc.
2007 - Present (19 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.
Michael F
Series 66
Berlin, MD
Farley Financial
Dane K
Series 65
Ocean City, MD
Odyssey Investments, Corp.
Anthony C
Series 63, Series 65
Ocean City, MD
Odyssey Investments, Corp.
Amy C
Series 65
Berlin, MD
Farley Financial
Harold C
Series 63, Series 65
Ocean Pines, MD
CWM Advisory, LLC
Tristan J
CFP®, Series 65
Ocean Pines, MD
CWM Advisory, LLC
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