Jackie Fontana

CFP®

FBB Capital Partners

Associate Portfolio Manager

Contact Me

Jackie Fontana

CFP®

FBB Capital Partners

Associate Portfolio Manager

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jackie Fontana, CFP®

Contact Me

(301) 657-8870

Website

Fee-Only Financial Planner based in Bethesda, MD, Jaime serves clients in Annapolis, the greater Baltimore-Washington metropolitan area, and nationwide.

Meet Jackie Fontana

Over the past 15 years, Jackie Fontana has enjoyed a diverse global career in financial services and business development. Jackie’s primary focus is helping her clients grow their assets so they can live their best lives while they plan to achieve crucial life goals, such as education and retirement funding, or planning life’s adventures.

Jackie began her career in private wealth management, serving with Sanford Bernstein and Deutsche Bank in the Los Angeles area. This was followed by a successful stint in Melbourne, Australia working in executive recruitment for Robert Half International.  Most recently, Jackie served with the Institute of International Finance, managing key relationships with prominent senior banking executives across Europe and Asia.

Jackie is a Certified Financial Planner™  practitioner, holds a Bachelor of Arts Degree from University of California Davis, and a Master’s of Arts in International Affairs from American University. Jackie and her husband Eric have three boys and reside in Silver Spring, Maryland. Outside of work, Jackie is an outdoor enthusiast who is passionate about travel and cheering for her boys at swim meets.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

Contact Jackie Fontana

(301) 657-8870

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Office Locations:

  • 4520 East West Highway
    Suite 450
    Bethesda, MD 20814
  • 127 North Washington St.
    Easton, MD 21601
  • 1934 Old Gallows Road
    Suite 350
    Vienna, VA 22182
  • 1997 Annapolis Exchange
    Suite 300
    Annapolis, MD 21401

FBB Capital Partners, LLC (FBB) is a SEC-registered investment advisor located in Bethesda, Maryland.  FBB and its investment advisor representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisors by those states in which FBB maintains clients. FBB may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.   Additional information, including our services, advisory fees and other helpful disclosures, can be found in our Form ADV Part 2, which is available upon request or on the SEC's website at www.adviserinfo.sec.gov.

Information contained herein has been obtained from sources believed to be reliable. While we have no reason to doubt its accuracy, we make no representations or guarantees as to its accuracy.  The opinions and analyses expressed herein constitute judgments as of the date of this publication and are subject to change at any time without notice.  None of the information contained in this publication constitutes a solicitation to buy or sell securities.

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