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Jason Andrew Potts

LIFETIME WEALTH MANAGEMENT P.C.·ROCKWALL, Texas
Clean recordLIFETIME 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jason Andrew Potts is a registered financial advisor based in ROCKWALL, Texas, affiliated with LIFETIME WEALTH MANAGEMENT P.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LIFETIME WEALTH MANAGEMENT P.C.
LIFETIME WEALTH MANAGEMENT P.C.
AUM
$184M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at LIFETIME WEALTH MANAGEMENT P.C. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4371475
Firm CRD# 145492
View on FINRA BrokerCheck →

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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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