Jolene R Potts
Investment adviser representative at Cliftonlarsonallen Wealth Advisors, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$14.4BFirm 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 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
- Seminars and workshops
Experience
13 years in the industry.
- Cliftonlarsonallen Wealth Advisors, LLCMar 2026 to now
- Onedigital Investment Advisors, LLCJan 2022 to Mar 2026
- TD AmeritradeJan 2018 to Jan 2022
- Giddy Goat Coffee HouseJun 2014 to Dec 2017
- Missouri University of Science and TechnologyAug 2013 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (IL, MO).
Cliftonlarsonallen Wealth Advisors, LLC
$14.4BAssets managed
7,354Clients
99Advisers
26 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
- 6898235
- Firm CRD
- 38357