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).
Total Assets Under Management2MILLION
Total Number of Accounts8ACCOUNTS
Average Account Value$231,250
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Jerry Potter (CRD# 1234550) is an Investment Advisor Representative working at Jerry Potter Financial in Charleston, WV and has over 33 years of experience in the finance industry.