Jackson Potter, financial advisor Prior Lake MN

Jackson Potter

CRD Number: 6663459
Current Firm: Summit Wealth Advocates, LLC

Jackson Potter (CRD# 6663459) is an Investment Advisor Representative working at Summit Wealth Advocates, LLC in Prior Lake, MN 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.

Similar Advisors
Chad Aaberg, financial advisor Prior Lake MN
Chad D. Aaberg
CRD# 4618120
Thrivent Advisor Network, LLC
Similar Advisors
Amy Aadalen, financial advisor Prior Lake MN
Amy W. Aadalen
CRD# 1862011
Morgan Stanley
Similar Advisors
Thomas Aamot, financial advisor Prior Lake MN
Thomas V. Aamot
CRD# 2842177
Calhoun Financial Planning And Management
Professional Designations
Company Name Location Dates Years
Summit Wealth Advocates Prior Lake, MN Nov 2018 - Current 2
Unemployed Minneapolis, MN Oct 2018 - Oct 2018 < 1
Cornerstone Wealth Advisors Edina, MN Jun 2018 - Sep 2018 < 1
College Student Blacksburg, CO 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: 612-987-9112
Registered State(s):
  • MN
Current Firm Details
Summit Wealth Advocates, LLC
Firm's CRD Number: 151330
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.