Jason Andrew Potts
Investment adviser representative at Lifetime Wealth Management P.C.
19 yearsExperience
2 statesRegistered in
$216.9MFirm assets
8 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Lifetime Advisory Group LLCJan 2025 to now
- Lifetime Insurance Services, Inc.Oct 2008 to now
- Lifetime Tax Advisors, IncApr 2008 to now
- Lifetime Wealth Management P.C.Nov 2007 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (PR, TX).
Lifetime Wealth Management P.C.
$216.9MAssets managed
119Clients
5Advisers
8 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
- 4371475
- Firm CRD
- 145492