Jackson B Potter
Investment adviser representative at Heirloom Wealth Management LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
12 years in the industry.
- Heirloom Wealth Management, LLCOct 2022 to now
- Potter Financial SolutionsAug 2021 to Jun 2023
- Summit Wealth AdvocatesNov 2018 to Jul 2021
- UnemployedOct 2018 to Oct 2018
- Cornerstone Wealth AdvisorsJun 2018 to Sep 2018
- College StudentSep 2014 to May 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Heirloom Wealth Management LLC
$1.1BAssets managed
853Clients
19Advisers
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
- 6663459
- Firm CRD
- 292277