Jason Michael Pott
Investment adviser representative at Wealthplan Partners
18 yearsExperience
1 stateRegistered in
$1.1BFirm assets
6 yearsFirm in business
Are you Jason Michael Pott? Claim your profile
Contact this firm
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
18 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Wealthplan Partners, IncJan 2018 to now
- Securities America, Inc.Dec 2017 to Jun 2024
- National Planning CorporationAug 2017 to Oct 2017
- Country FinancialNov 2008 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CO).
Wealthplan Partners
Legal name: Wealthplan Partners, LLC
$1.1BAssets managed
1,711Clients
26Advisers
6 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
- 5611609
- Firm CRD
- 305026