Jeffrey Charles Potter
Investment adviser representative at Verity Asset Management
22 yearsExperience
2 statesRegistered in
$1.2BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- The Leaders Group dba Simplicity InvestmentsNov 2025 to now
- Verity Financial GroupNov 2025 to now
- Verity Asset ManagementSep 2004 to now
- Verity Investments, Inc.Sep 2004 to Nov 2025
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (OH, PA).
Verity Asset Management
Legal name: Verity Asset Management, Inc.
$1.2BAssets managed
5,838Clients
53Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4009163
- Firm CRD
- 158667