Jeffrey Potter (CRD# 4009163) is an Investment Advisor Representative working at Verity Asset Management in Youngstown, OH and has over 19 years of experience in the finance industry.
CRD# 2361084
Edward Jones
CRD# 4776883
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2210454
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Verity Asset Management | Durham, NC | Sep 2004 - Current | 19 |
| Verity Investments, Inc. | Durham, NC | Sep 2004 - Current | 19 |
| Lone Star Brahmas | North Richland Hills, TX | Aug 2013 - Jul 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2004 |
- OH
- PA
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Total Assets Under Management903MILLIONS
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Total Number of Accounts8,036ACCOUNTS
-
Average Account Value$112,356
- 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
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI
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