Jason Potter (CRD# 4930225) is an Investment Advisor Representative working at Kingsmark Private Financial Advisors, LLC in Albany, GA and has over 18 years of experience in the finance industry.
CRD# 2984227
Wells Fargo Advisors
CRD# 5323752
Kingsmark Private Financial Advisors, LLC
CRD# 1948480
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Kingsmark Private Financial Advisors, LLC | Albany, GA | Jul 2017 - Current | 6 |
Bank Of America, Na | Albany, GA | Dec 2009 - Jul 2017 | 7 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Albany, GA | Mar 2005 - Jul 2017 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2005 |
- GA
-
Total Assets Under Management353MILLIONS
-
Total Number of Accounts817ACCOUNTS
-
Average Account Value$432,125
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, FL, GA, LA, NC, SC, TX
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