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Morton Jay Potoff

MJP Wealth Advisors

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About Morton Jay Potoff

Morton Jay Potoff is an investment advisor representative with MJP Wealth Advisors. Morton has been in the industry since 1967 and has experience in financial planning, portfolio management, and pension consulting. Morton is also registered with the states of Connecticut and Florida.

Firm Information

Morton Potoff is currently registered with MJP Wealth Advisors. MJP Wealth Advisors is a financial advisory firm based in Farmington, CT, with approximately $1.06 billion in regulatory assets under management. They offer a range of services, including financial planning, portfolio management for individuals, pension consulting, and selection of other advisors. They serve individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
MJP Wealth Advisors

74 BATTERSON PARK RD

FARMINGTON, CT 06032

$1.06B

Assets Under Management

Not reported

Total Clients

9

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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mjp online advisor service

Mjp online advisor service

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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Morton Potoff’s Registration & Firm History

FL

01/01/2025 - Present

MJP Wealth Advisors (LONGBOAT KEY FL)

CT

03/30/2018 - 12/31/2018

ARETE WEALTH MANAGEMENT, LLC (Farmington CT)

CT

11/19/1989 - 04/05/2018

ROYAL ALLIANCE ASSOCIATES, INC. (FARMINGTON CT)

NA

11/24/1989 - 12/11/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

01/30/1973 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

06/04/1968 - 02/28/1973

INDEPENDENT FINANCIAL PLANNERS CORPORATION

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Licenses & Designations

BC

Issued 11/15/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/09/2009

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/28/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 04/25/1983

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/1967

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Morton Jay Potoff. Review regulatory record here.
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