JACKSON B POTTER is an investment adviser representative (IAR) with state registration records since 2020, appearing at 3 firms. Currently registered with HEIRLOOM WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| HEIRLOOM WEALTH MANAGEMENT LLC | 2022-11-01 | present | Yes |
| POTTER FINANCIAL SOLUTIONS, INC. | 2021-10-11 | 2023-01-30 | — |
| SUMMIT WEALTH ADVOCATES, LLC | 2020-06-02 | 2021-07-22 | — |