Jason Potter
Advisor at KingsMark Private Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at KingsMark Private Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Albany, GA 31721
Credentials
Series 66
Industry experience
20 years
Jason Potter is a financial advisor at KingsMark Private Financial Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Outside his advisory role, he is also an independent insurance sales agent involved in insurance and annuity product sales. KingsMark serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants, offering financial planning, investment management, and retirement-plan consulting. The firm uses fundamental analysis and asset-allocation models, with ongoing portfolio monitoring and the option to co-advise with third-party managers when appropriate.
Based on KingsMark Private Financial Advisors, LLC
Based on KingsMark Private Financial Advisors, LLC
Based on KingsMark Private Financial Advisors, LLC
Fixed fees up to $10,000 for financial plans and consultations, negotiable
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $4,000,000: 0.70% $4,000,001+: 0.50%
Insurance products sold by representatives may generate commissions, separate from advisory fees
Hourly rates up to $300 per hour for financial planning and consultation services
Minimum fee: Minimum fee of $250 for a financial plan charged as a fixed fee Fee-only: Financial planning fees charged as fixed fees up to $10,000 or hourly up to $300/hour (negotiable)
601 Pointe North Boulevard
Albany, GA 31721
Georgia
KingsMark Private Financial Advisors, LLC
2017 - Present (9 years)
Bank Of America, Na
2009 - 2017 (8 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
2005 - 2017 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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