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.

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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
    190
    MILLIONS
  • Total Number of Accounts
    877
    ACCOUNTS
  • Average Account Value
    $216,518
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

AZ, CO, FL, IL, MN, SD, TX, WI

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