Jonathan Potter
Jonathan Potter is a registered investment advisor at Wells Fargo Advisors, based in Salt Lake City, UT, with 30 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
299 S Main St 7th Fl, Salt Lake City, UT, 84111
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2012Other Business Activities
Jonathan is a 50% owner of Sugarland LLC since 2013. He spends minimal time on this investment-related activity.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Salomon Smith Barney INC.Broker
State Registrations30 states
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.
Exams
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