Jeffrey Potter is a registered investment advisor, based in Youngstown, OH, with 21 years of industry experience.
Location
Youngstown, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey works full-time as an investment advisor representative for Verity Asset Management and as an assistant coach for the Youngstown Phantoms Hockey Team. He also works as an independent contractor for an insurance agency, delivers goods for DoorDash about 10-20% of his time, and owns/manages a rental property, dedicating minimal time to it.
Employment History
Current Registrations
The Leaders Group, INC.Broker
The Leaders Group, INC.
Verity Asset Management
Previous Registrations
Verity Investments, INC.
Verity Investments, INC.Broker
State Registrations2 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.