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Jacob Victor Potter

SFC FINANCIAL LLC·SUNSET HILLS, Missouri
Clean recordSFC FINANCIAL LLC
3890 S. LINDBERGH BLVD, SUNSET HILLS, MO 63127-1391CRD# 6850874Firm CRD# 129817

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacob Victor Potter · SUNSET HILLS, MO
Registration
CRD #6850874 · SFC FINANCIAL LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jacob Victor Potter is a registered financial advisor based in SUNSET HILLS, Missouri, affiliated with SFC FINANCIAL LLC. 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
Introduction

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03

Firm Overview

Firm
SFC FINANCIAL LLC
SFC FINANCIAL LLC
AUM
$162M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SFC FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6850874
Firm CRD# 129817
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jacob Victor Potter offer?
Jacob Victor Potter specializes in Financial Planning, Investment Management. Contact their office in SUNSET HILLS, Missouri for a consultation.
What are Jacob Victor Potter's credentials?
Jacob Victor Potter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacob Victor Potter located?
Jacob Victor Potter is based in SUNSET HILLS, Missouri, working with SFC FINANCIAL LLC. Their office serves clients in the SUNSET HILLS metropolitan area and surrounding communities.
How does Jacob Victor Potter charge for services?
Jacob Victor Potter'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 SFC FINANCIAL LLC?
SFC FINANCIAL LLC has approximately 4 employees and manages $162M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SFC FINANCIAL LLC

David Patrick Smith
ST. LOUIS, MO
Earl Wade Swink
SUNSET HILLS, MO
Kenneth Allen Coplen
SUNSET HILLS, MO
Kimberly Diane Russo
SUNSET HILLS, MO

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)MANCHESTER (37)COLUMBIA (31)JEFFERSON CITY (19)ST. PETERS (16)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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