Unclaimed Profile

Morton Jay Potoff

MJP ASSOCIATES, INC.·FARMINGTON, Connecticut

SIE, Series 1, Series 24, Series 51, Series 53, Series 6343 years registeredMJP ASSOCIATES, INC.

790 FARMINGTON AVE., BLDG 3E, FARMINGTON, CT 06032CRD# 366337Firm CRD# 127654

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Morton Jay Potoff · FARMINGTON, CT

Registration

CRD #366337 · MJP ASSOCIATES, INC. · 43 years registered

Brand Profile

Not yet started

Career History

MJP WEALTH ADVISORS

May 1983 – present

ROYAL ALLIANCE ASSOCIATES, INC.

Sep 1992 – May 2008

FARMINGTON, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 24

Series 51

Series 53

Series 63

Registration record

First registered · May 26, 1983

Years registered · 43

Disclosure History

2010Customer Dispute·Award / Judgment

1989Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MJP ASSOCIATES, INC.

CRD 127654 · SEC 801-63389

AUM

$1.1B

Regulatory assets under management

Employees

2,782 client accounts

Services offered by MJP ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MJP ASSOCIATES, INC. →

Introduction

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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.

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