Jacob Potts, financial advisor Beaver PA

Jacob Potts

CRD Number: 6639888
Current Firm: Dinuzzo Private Wealth, Inc.

Jacob Potts (CRD# 6639888) is an Investment Advisor Representative working at Dinuzzo Private Wealth, Inc. in Beaver, PA and has over 7 years of experience in the finance industry. Jacob Potts has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Dinuzzo Private Wealth, Inc. Beaver, PA Aug 2016 - Current 7
Dinuzzo Private Wealth, Inc. Beaver, PA Dec 2015 - Aug 2016 < 1
Student At Robert Morris University Moon Township, PA Aug 2012 - May 2016 3
Dinuzzo Private Wealth, Inc. Beaver, PA May 2015 - Dec 2015 < 1
Esb Bank New Brighton, PA May 2014 - Jan 2015 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2016
Contact Info for Jacob R. Potts
Phone Number: 724-728-6564
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    842
    MILLIONS
  • Total Number of Accounts
    2,619
    ACCOUNTS
  • Average Account Value
    $321,538
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CA, FL, KY, MD, MI, NC, NJ, NY, OH, PA, TX, WV

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