Jackson Potter, financial advisor Greenwood Village CO

Jackson Potter

CRD Number: 6663459
Current Firm: Heirloom Wealth Management LLC

Jackson Potter (CRD# 6663459) is an Investment Advisor Representative working at Heirloom Wealth Management LLC in Greenwood Village, CO and has 1 year of experience in the finance industry. Jackson Potter 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
Heirloom Wealth Management, LLC Denver, CO Oct 2022 - Current 1
Potter Financial Solutions Westminster, CO Aug 2021 - Jun 2023 1
Summit Wealth Advocates Prior Lake, MN Nov 2018 - Jul 2021 2
Unemployed Minneapolis, MN Oct 2018 - Oct 2018 < 1
Cornerstone Wealth Advisors Edina, MN Jun 2018 - Sep 2018 < 1
College Student Blacksburg, VA Sep 2014 - May 2018 3
High School Student Westminster, CO Jan 2010 - Aug 2014 4

Jackson Potter has no recent exams reported.
Contact Info for Jackson B. Potter
Phone Number: 720-328-2877
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    500
    MILLIONS
  • Total Number of Accounts
    1,611
    ACCOUNTS
  • Average Account Value
    $310,610
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, FL, KS, LA, NE, NY, OR, TN, TX, WY

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