Wes Mccrimmon

POTOMAC

Bozeman, MT

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CRD#: 5565324

Professional summary

Wes Mccrimmon is a registered financial advisor currently at POTOMAC located in Bozeman, Montana and PARALEL DISTRIBUTORS located in Denver, Colorado.

Wes is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Wes has worked at 8 firms and has passed the Series 63, Series 66, Series 6TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Potomac Fund Management, Investment related,7373 Wisconsin Ave STE 750, Bethesda MD 20814, Investment Advisor, Sales, Internal Wholesaler, start date 5/28/2160 hours per month/140 hours per month during trading, Full Time, Internal Sales sell/distribute the firms funds and strategies to independent financial advisors

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wes Mccrimmon's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 5, 2024 - Present

POTOMAC

RIA

CRD#: 105413

Bozeman, MT

Current

October 24, 2025 - Present

PARALEL DISTRIBUTORS

Office #1: 1700 Broadway Suite 1850, Denver, CO 80290

CRD#: 316115

Denver, CO

Past

August 13, 2025 - October 24, 2025

ARBOR COURT CAPITAL, LLC

CRD#: 143839

BROADVIEW HEIGHTS, OH

Past

August 7, 2019 - January 27, 2025

JCG ADVISORY GROUP, LLC

RIA

CRD#: 283746

BOZEMAN, MT

Past

August 30, 2017 - August 26, 2019

LPL FINANCIAL LLC

RIA

CRD#: 6413

BOZEMAN, MT

Past

June 13, 2017 - August 16, 2019

LPL FINANCIAL LLC

CRD#: 6413

BOZEMAN, MT

Past

April 29, 2014 - August 12, 2015

FS INVESTMENT SOLUTIONS, LLC

CRD#: 145244

PHILADELPHIA, PA

Past

June 16, 2010 - April 23, 2014

DWS DISTRIBUTORS, INC.

CRD#: 37306

CHICAGO, IL

Past

July 31, 2008 - June 7, 2010

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

POTOMAC

INVESTWISE WEALTH MANAGEMENT | POTOMAC FUND MANAGEMENT INC | POTOMAC FUND MANAGEMENT | POTOMAC

CRD#: 105413 / SEC#: 801-31311

RIA

Registered Investment Advisory firm - (2/4/1988 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alaska
(10/28/2025)

IAR

Montana
(6/5/2024)

Montana
(10/27/2025)

Nevada
(10/27/2025)

Oregon
(10/28/2025)

Washington
(10/29/2025)

Wyoming
(10/29/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 6/4/2025

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 8/29/2017

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6TO

Date: 8/12/2025

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/19/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/29/2008

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

POTOMAC

INVESTWISE WEALTH MANAGEMENT | POTOMAC FUND MANAGEMENT INC | POTOMAC FUND MANAGEMENT | POTOMAC

CRD#: 105413 / SEC#: 801-31311

RIA

Registered Investment Advisory firm - (2/4/1988 Approved)

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Contact information

Main Address

7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814

Mailing Address

Phone number

(301) 901-3466

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

POTOMAC FORM ADV PART 2A (7/30/2025)

Regulatory assets under management

Total Number of Accounts	2,573
AUM (Assets Under Management)	$ 2,406,097,311

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Wes Mccrimmon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wes Mccrimmon's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARALEL DISTRIBUTORS

ARBOR COURT CAPITAL, LLC

JCG ADVISORY GROUP, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

FS INVESTMENT SOLUTIONS, LLC

DWS DISTRIBUTORS, INC.

CHASE INVESTMENT SERVICES CORP.

Primary Firm SEC Registration

POTOMAC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/4/2025

Series 66

Date: 8/29/2017

Series 6TO

Date: 8/12/2025

SIE

Date: 10/1/2018

Series 7

Date: 1/19/2010

Series 6

Date: 7/29/2008

FINRA

Current Firm

POTOMAC

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

POTOMAC

TRUST BUT VERIFY

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