Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you D? Claim Your ProfileD Jamison Potter is a financial advisor with Wells Fargo Clearing Services, LLC. D has been in the financial industry since January 6, 2003. D is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, Series 63 and SIE licenses. D also has several state licenses and registrations. Prior to joining Wells Fargo Clearing Services, LLC, D was a financial advisor with WELLS FARGO INVESTMENTS, LLC from June 4, 2004 to January 3, 2011 and with FIDELITY BROKERAGE SERVICES LLC from May 30, 2001 to October 25, 2002. D has worked in the SALT LAKE CITY, UT area since 2004.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
UT
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (SALT LAKE CITY UT)
UT
06/04/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
RI
05/30/2001 - 10/25/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 07/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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