John Wiegmann
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
Bethesda, MD 20814
Credentials
Series 63, Series 65, Series 66
Industry experience
4 years
About
John Wiegmann is a financial advisor at Potomac with Series 63, 65, and 66 designations and four years of industry experience. His prior roles include positions at Cyntrica, Landon School, Kinect, Akkodis, and Wells Fargo Advisors, among others. Potomac provides discretionary portfolio management and model-portfolio services to individual investors, pensions, trusts, corporations, and other investment advisers. The firm employs a tactical asset allocation approach using 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
7373 Wisconsin Ave., Suite #750
Bethesda, MD 20814
Most active in
John W has reported serving >5 clients in these states in the last 12 months.
Maryland
Work history
Potomac Fund Management, Inc.
2025 - Present (1 year)
Cyntrica
2025 - 2025 (1 year)
Landon School
2023 - 2025 (2 years)
Kinect
2022 - 2023 (1 year)
Akkodis (Modis)
2021 - 2022 (1 year)
Foreside Fund Services, Llc
2021 - 2021 (1 year)
Harborside Sales Group, LLC
2021 - 2021 (1 year)
Woodside Investment Counsel LLC
2020 - 2021 (1 year)
Home
2020 - 2020 (1 year)
Sullivan, Bruyette, Speros & Blayney, LLC
2018 - 2020 (2 years)
Wells Fargo Clearing
2016 - 2018 (2 years)
Wells Fargo Advisors, LLc
2016 - 2018 (2 years)
Owen Graduate School of Management at Vanderbilt University
2015 - 2016 (1 year)
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.
Kevin L
CFP®, Series 65
Reston, VA
Oakton Financial, LLC
Alexander L
CFA®, Series 63
Bethesda, MD
Noordzee Capital LLC
Christopher R
CFP®, Series 63
Chevy Chase, MD
Green View Advisors LLC
Harry G
CFP®, Series 63, Series 65
Alexandria, VA
G, G, & M Financial Goals
Garo P
Series 66
Alexandria, VA
Potomac Wealth Strategies, LLC
Kathleen M
CFP®, Series 65
Laurel, MD
McQuade, Kathleen Mary
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