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Jeffrey Charles Potter

Verity Asset Management

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About Jeffrey Charles Potter

Jeffrey Charles Potter is an investment advisor representative with Verity Asset Management. Jeffrey has been in the industry since 2004 and is currently registered in Ohio and Pennsylvania. Jeffrey holds Series 66, SIE and Series 7 licenses. Jeffrey is also a licensed insurance agent. Jeffrey has previous experience as an assistant coach for the Youngstown Phantoms Hockey Team.

Firm Information

Jeffrey Potter is currently registered with Verity Asset Management. Verity Asset Management is an investment advisory firm based in Durham, NC. They offer a range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies. Verity manages approximately $902.9 million in assets for over 8,000 clients.
Verity Asset Management

280 S MANGUM ST

DURHAM, NC 27701-3676

$902.90M

Assets Under Management

41

Total Clients

57

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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administrative services for advisors

Administrative services for advisors

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Potter’s Registration & Firm History

OH

07/29/2011 - Present

Verity Asset Management (YOUNGSTOWN OH)

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Licenses & Designations

BOTH

Issued 11/18/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Charles Potter.
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