JP
JP

Jacob Victor Potter

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
68 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$180.9M

Fee Structure

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Location

3890 South Lindbergh Blvd., Suite 200, St. Louis, MO, 63127

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jacob is a shareholder and director of tax at Swink Coplen & Company PC, a CPA firm, dedicating nearly full-time hours to managing the tax department. He is also a managing member of Ninja Investments LLC and Wildrose Manor LLC, both rental real estate companies, spending a few hours per week on management and accounting for each LLC.

Employment History
Current Registrations
Sfc Financial LLC
December 2021 - Present · 4 yrs 2 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.
Jacob Victor Potter - Financial Advisor | TrueAdvisor