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Jeffrey Carr Fountain

Passive Capital Management, LLC

Baltimore, MD

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Current Employers
Passive Capital Management, Llc

Salina Place, 205 S. Salina Street Suite 403, Syracuse, NY 13202 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-12-10
  • MD RA
    APPROVED
    Since 2024-12-10

Branch Locations

2650 Quarry Lake Drive, Suite 100, Baltimore, MD 21209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massmutual Hunt Valley MD 03/2015 10/2018
Mml Investors Services Hunt Valley MD 03/2015 10/2018
Passive Capital Management Llc Baltimore MD 11/2018 Present
  • 03/2015 → 10/2018
    Massmutual
    Hunt Valley, MD
  • 03/2015 → 10/2018
    Mml Investors Services
    Hunt Valley, MD
  • 11/2018 → Present
    Baltimore, MD
Previous Registrations
Other Businesses

(1)NAME:JEFFREY CARR FOUNTAIN JR, INV REL: Y ADDR: 11350 MCCORMICK ROAD, EXECUTIVE PLAZA IV, SUITE 200, HUNT VALLEY MD 21031, NATURE:LIFE, HEALTH, GROUP LIFE, GROUP HEALTH, DISABILITY INCOME, FIXED ANNUITIES AND LTC INSURANCE,POSITION:SALES/AGENT, START:3/4/2015, NO HR/MR:3 NO HR/MO DUR TRADING:3.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-14
S63 Uniform Securities Agent State Law Examination 2015-07-31
  • S65 Uniform Investment Adviser Law Examination
    2016-01-14
  • S63 Uniform Securities Agent State Law Examination
    2015-07-31
Designations
Other Names
  • Jeffrey Carr Fountain

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