Jeffrey Fountain
Jeffrey Fountain is a registered investment advisor at Fountain Financial & Tax, based in Harrison, AR, with 20 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 135 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based on various factors.
Fee Estimator
Location
400 N Main St., Harrison, AR, 72601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey owns Fountain Financial & Tax Services, Inc., dedicating about 10-20% of his time to tax preparation, bookkeeping, and payroll services, and minimal time to correspondence. He is also licensed to sell life, long-term care, and health insurance in Arkansas, spending a few hours per week on this and earning commissions.
Employment History
Current Registrations
Fountain Financial & Tax
Previous Registrations
Trutoro
Fountain Financial & Tax Services INC.
Raymond James Financial Services
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.