Rhonda Potter
Rhonda Potter is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in Atlanta, GA, with 6 years of industry experience. Rhonda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Location
3424 Peachtree Rd NE, Floor 24, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (1)
Financial
July 2017Other Business Activities
Rhonda is a board member of the Atlanta Society of Finance and Investment Professionals Foundation, a nonprofit promoting financial literacy. She dedicates a few hours per week to governing the foundation's policies.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations53 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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