Jason Mccain Potter
Investment adviser representative at Kingsmark Private Financial Advisors, LLC
21 yearsExperience
1 stateRegistered in
$406.5MFirm assets
18 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
21 years in the industry.
- Kingsmark Private Financial Advisors, LLCJul 2017 to now
- Bank of America, NADec 2009 to Jul 2017
- Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691Mar 2005 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (GA).
Kingsmark Private Financial Advisors, LLC
$406.5MAssets managed
430Clients
5Advisers
18 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
- 4930225
- Firm CRD
- 146655