Jerry Potter
Jerry Potter is a registered investment advisor at Freedom Financial Advisors, LLC, based in South Charleston, WV, with 39 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 28 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
If Freedom Financial Advisors manages your money, the annual fee ranges from 0.50% to 3.00% of your account value, depending on the size and complexity. This fee is negotiable and paid quarterly.
Location
1211 Jefferson Rd., South Charleston, WV, 25309
Get directionsHistory
Regulatory History (9)
Customer Dispute
February 2010Customer Dispute
June 2009Employment Separation After Allegations
February 2009Judgment / Lien
September 2005Customer Dispute
March 2003Customer Dispute
December 2002Customer Dispute
May 1998Employment Separation After Allegations
April 1998Regulatory
January 1998Other Business ActivitiesSells Insurance
Jerry is an independent insurance agent for multiple companies and Freedom Financial Insurance Group, selling life insurance and fixed annuities, dedicating about three-quarters of his time to insurance sales. He also owns J & J Rentals, a real estate holding company, spending a few hours per week on it.
Employment History
Current Registrations
Freedom Financial Advisors, LLC
Previous Registrations
Patriot Financial Consulting
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Woodbury Financial Services, INC.Broker
Vestax Securities CorporationBroker
American General Securities IncorporatedBroker
Pruco Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.