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Jeffrey Weightman Potter

BALLENTINE PARTNERS, LLC·WALTHAM, Massachusetts
Unclaimed Profile
230 3RD AVENUE, WALTHAM, MA 02451CRD# 2095473Firm CRD# 152802
01

About

Jeffrey Weightman Potter is a registered financial advisor based in WALTHAM, Massachusetts, affiliated with BALLENTINE PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BALLENTINE PARTNERS, LLC
BALLENTINE PARTNERS
AUM
$10.8B
Regulatory assets under management
Employees
90
Total firm employees
View all advisors at BALLENTINE PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PROJECT FEES
Regulatory
SEC/IARD CRD# 2095473
Firm CRD# 152802
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Weightman Potter offer?
Jeffrey Weightman Potter specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in WALTHAM, Massachusetts for a consultation.
What are Jeffrey Weightman Potter's credentials?
Jeffrey Weightman Potter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Weightman Potter located?
Jeffrey Weightman Potter is based in WALTHAM, Massachusetts, working with BALLENTINE PARTNERS, LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does Jeffrey Weightman Potter charge for services?
Jeffrey Weightman Potter's firm is compensated through percentage of aum, hourly charges, subscription fees, other: project fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BALLENTINE PARTNERS, LLC?
BALLENTINE PARTNERS, LLC has approximately 90 employees and manages $10.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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