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Jessica A Potee

PHX Financial, Inc.

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About Jessica A Potee

Jessica Potee is a financial advisor currently registered with PHX Financial, Inc. and has been in the industry since 2017. Jessica holds Series 7, Series 66 and SIE licenses. Jessica has previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

Firm Information

Jessica Potee is currently registered with PHX Financial, Inc.. PHX Financial, Inc. is a Corporation formed in December 2006. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 3 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

65

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.

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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Jessica Potee’s Registration & Firm History

FL

01/18/2022 - Present

PHX Financial, Inc. (Fort Lauderdale FL)

MD

06/27/2018 - 01/02/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)

MD

04/06/2016 - 03/21/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 05/10/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jessica A Potee. Review regulatory record here.
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