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Jeffrey F
Series 66
Harrison, AR
Fountain Financial & Tax
Jeffrey Fountain is the principal of Fountain Financial & Tax, an independent advisory firm, and holds a Series 66 designation with 20 years of industry experience. He previously worked at Veritas Independent Partners, LLC for 12 years and operated Fountain Financial Tax Services for 20 years. In addition to his advisory role, he is licensed to sell life, long-term care, and health insurance in Arkansas and remains active in tax preparation, bookkeeping, and payroll services through his separate business. Fountain Financial & Tax provides discretionary asset management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, combining investment management with affiliated tax, legal, and insurance services. The firm manages portfolios using fundamental analysis and maintains quarterly reviews, incorporating strategies such as derivative instruments and tax-loss harvesting.
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