JF
JF

Jeffrey Scott Fountain

20 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
806 clients
Average Client Portfolio
$162K average
Assets Under Management
$130.7M

Fee Structure

Minimum Investment:$200K
Loading...

Location

104 Lakeshore Dr, Harrison, AR, 72601

Get directions

History

Regulatory History
Clean regulatory record

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
Trutoro
November 2014 - Present · 11 yrs 3 mos
Previous Registrations
Fountain Financial & Tax Services INC.
August 2007 - November 2014 · 7 yrs 3 mos
Raymond James Financial Services
October 2005 - July 2007 · 1 yr 9 mos
State Registrations1 state
AR
Advisor
Exams
No exam information available for this advisor.