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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jasonn? Claim Your ProfileJasonn Donald Potter is a financial advisor and Investment Advisor Representative with Global Retirement Partners LLC. Jasonn has been in the industry since 2000. Jasonn has experience with various clients, including corporations or businesses, individuals, charitable organizations, and pension and profit-sharing plans. Jasonn offers financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.
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.
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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CA
07/05/2022 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
UT
03/25/2019 - 07/05/2022
TRIAD ADVISORS LLC (South Salt Lake UT)
MA
01/23/2015 - 01/08/2019
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
UT
02/14/2014 - 12/18/2014
LPL FINANCIAL LLC (SANDY UT)
NY
06/27/2012 - 01/23/2014
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
UT
04/13/2006 - 06/21/2012
STANCORP EQUITIES, INC. (MIDVALE UT)
MN
02/01/2002 - 06/09/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/01/2002 - 06/09/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
11/08/2000 - 04/04/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/08/2000 - 04/04/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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