Jeffrey Carr Fountain
Investment adviser representative at Passive Capital Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$996.9MFirm assets
Are you Jeffrey Carr Fountain? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Passive Capital Management, LLCNov 2018 to now
- MassmutualMar 2015 to Oct 2018
- MML Investors ServicesMar 2015 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (MD).
Passive Capital Management, LLC
$996.9MAssets managed
424Clients
9Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6209449
- Firm CRD
- 142870