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Bradley Justin Whittaker

Investment adviser representative at Potomac
13 yearsExperience
1 stateRegistered in
$3.3BFirm assets
38 yearsFirm in business

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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.

  • Portfolio management

Experience

13 years in the industry.

  1. Paralel Distributors LLCOct 2025 to now
  2. PotomacJun 2025 to now
  3. Potomac Fund Management, Inc.Jun 2025 to now
  4. George Washington UniversityJun 2023 to Jun 2025
  5. Hearsay SystemsOct 2022 to Jun 2023
  6. Newday USAOct 2020 to Oct 2022
  7. UnemployedApr 2020 to Oct 2020
  8. DialoguedirectSep 2019 to Apr 2020
  9. Giving To WarwickSep 2018 to Sep 2019
  10. Zeta Beta Tau FraternityJun 2017 to Sep 2018
  11. Courtyard Caf�Aug 2013 to Jun 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025
  • Series 63 · Uniform Securities Agent State Law2025

State registrations

Registered as an investment adviser representative in 1 state (MD).

Potomac

Legal name: Potomac Fund Management Inc

$3.3BAssets managed
1,261Clients
25Advisers
38 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
8109526
Firm CRD
105413
Advisor's SEC record (opens in a new tab)
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