Jerry Potter Financial

Jerry Potter Financial (CRD# 155933) is a financial advisory firm headquartered in , . They manage $1,850,000 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $231,250
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WV

Financial Advisors at Jerry Potter Financial
Showing 1 - 1 of 1 top financial advisors.
1
Jerry D. Potter
CRD#: 1234550
Charleston, WV
26
Wealthminder
score

Jerry Potter (CRD# 1234550) is an Investment Advisor Representative working at Jerry Potter Financial in Charleston, WV and has over 32 years of experience in the finance industry.

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