John Patrick Potter
Investment adviser representative at Oneseven
10 yearsExperience
1 stateRegistered in
$7.7BFirm assets
10 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- OnesevenMay 2025 to now
- Mgo Oneseven dba Hemlock Wealth MangementMay 2025 to now
- B. Riley Wealth Advisors, IncJul 2022 to May 2025
- National Asset ManagementNov 2020 to Jul 2022
- PNCJan 2016 to Nov 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
Oneseven
Legal name: Mgo One Seven LLC
$7.7BAssets managed
16,335Clients
113Advisers
10 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
- 4684248
- Firm CRD
- 283087