Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Potter is an Investment Advisor Representative with Ballentine Partners. Jeffrey has been with Ballentine Partners since January 2014. Jeffrey has a Series 65 and a Series 7 license and has been in the industry since October 1990. Jeffrey is registered with the state of Massachusetts and New Hampshire and is also registered with the state of Texas. Jeffrey specializes in Portfolio management for individuals, Portfolio management for pooled investment vehicles and Financial planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Project fees
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2
MA
10/17/2024 - Present
Ballentine Partners (WALTHAM MA)
NA
10/24/1990 - 07/25/1994
CS FIRST BOSTON CORPORATION
IA
Issued 01/14/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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