Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Mccain Potter is a financial advisor at Kingsmark Private Financial Advisors, LLC, located in Albany, Georgia. Jason has been a registered representative since May 2005. Jason holds the Series 66, Series 7 and SIE securities licenses. Jason has experience with individuals, high net worth individuals, pension and profit-sharing plans, and charitable organizations. In addition to investment advisory services, Jason also offers insurance and annuity product sales.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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GA
07/12/2017 - Present
Kingsmark Private Financial Advisors, LLC (ALBANY GA)
GA
05/25/2005 - 07/05/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBANY GA)
BOTH
Issued 06/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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