AdvisorOS Directory
Claim Profile
MP

Morton Jay Potoff

MJP ASSOCIATES, INC.·FARMINGTON, Connecticut
Unclaimed Profile
790 FARMINGTON AVE., BLDG 3E, FARMINGTON, CT 06032CRD# 366337Firm CRD# 127654
01

About

Morton Jay Potoff is a registered financial advisor based in FARMINGTON, Connecticut, affiliated with MJP ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MJP ASSOCIATES, INC.
MJP WEALTH ADVISORS
AUM
$1.1B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at MJP ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 366337
Firm CRD# 127654
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FARMINGTON?

Browse all registered financial advisors in FARMINGTON, Connecticut or claim this profile if it's yours.

Browse FARMINGTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Morton Jay Potoff offer?
Morton Jay Potoff specializes in Financial Planning, Investment Management. Contact their office in FARMINGTON, Connecticut for a consultation.
What are Morton Jay Potoff's credentials?
Morton Jay Potoff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Morton Jay Potoff located?
Morton Jay Potoff is based in FARMINGTON, Connecticut, working with MJP ASSOCIATES, INC.. Their office serves clients in the FARMINGTON metropolitan area and surrounding communities.
How does Morton Jay Potoff charge for services?
Morton Jay Potoff's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MJP ASSOCIATES, INC.?
MJP ASSOCIATES, INC. has approximately 11 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in FARMINGTON
Kevin Christopher Leahy — CONNECTICUT WEALTH MANAGEMENT, LLCDenis Michael Horrigan — CONNECTICUT WEALTH MANAGEMENT, LLCMichael Anthony Tedone — CONNECTICUT WEALTH MANAGEMENT, LLCLouis Green — MJP ASSOCIATES, INC.John M Flynn — SYMETRA INVESTMENT MANAGEMENT COMPANY
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile