Jolene R Potts is an investment adviser representative (IAR) with state registration records since 2022, appearing at 3 firms. Currently registered with CLIFTONLARSONALLEN WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2026-03-25 | present | Yes |
| ONEDIGITAL INVESTMENT ADVISORS LLC | 2022-11-10 | 2026-03-30 | — |
| HM CAPITAL MANAGEMENT, LLC | 2022-10-22 | 2023-01-02 | — |