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Jason Andrew Potts

LIFETIME WEALTH MANAGEMENT P.C.·ROCKWALL, Texas
Series 7, Series 63, Series 65Clean record21 years registeredLIFETIME WEALTH MANAGEMENT P.C.
560 E. INTERSTATE HWY 30, STE 110, ROCKWALL, TX 75087CRD# 4371475Firm CRD# 145492

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Andrew Potts · ROCKWALL, TX
Registration
CRD #4371475 · LIFETIME WEALTH MANAGEMENT P.C. · 21 years registered
Brand Profile
Not yet started
01

Career History

LIFETIME WEALTH MANAGEMENT P.C.
Nov 2007 – present
LINSCO/PRIVATE LEDGER CORP.
Apr 2005 – Nov 2007
ROWLETT, TX
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · April 28, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LIFETIME WEALTH MANAGEMENT P.C.
CRD 145492 · SEC 801-113213
AUM
$184M
Regulatory assets under management
Employees
5
274 client accounts
Services offered by LIFETIME WEALTH MANAGEMENT P.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LIFETIME WEALTH MANAGEMENT P.C. →
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05

Frequently Asked Questions

What services does Jason Andrew Potts offer?
Jason Andrew Potts specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKWALL, Texas for a consultation.
What are Jason Andrew Potts's credentials?
Jason Andrew Potts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Andrew Potts located?
Jason Andrew Potts is based in ROCKWALL, Texas, working with LIFETIME WEALTH MANAGEMENT P.C.. Their office serves clients in the ROCKWALL metropolitan area and surrounding communities.
How does Jason Andrew Potts charge for services?
Jason Andrew Potts's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIFETIME WEALTH MANAGEMENT P.C.?
LIFETIME WEALTH MANAGEMENT P.C. has approximately 5 employees and manages $184M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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