Jerry D. Potter

FREEDOM FINANCIAL ADVISORS

South Charleston, WV 25309

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CRD#: 1234550

Professional summary

Jerry Dean Potter is a registered financial advisor currently at FREEDOM FINANCIAL ADVISORS, LLC located in South Charleston, West Virginia.

Jerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Jerry has worked at 8 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INDEPENDENT INSURANCE AGENT, AIG, ALLIANZ, ING, MIDLAND NATIONAL, U.S. FINANCIAL, GOLDEN RULE, BC/BS. PROGRESSIVE. 120 HRS/MO DURING TRADING J & J RENTALS: NON-INVSETMENT: 8 HOURS PER MONTH: REAL ESTATE HOLDING COMPANY Freedom Financial Insurance Group, LLC- Life insurance and fixed annuities. - 40 hours per month during trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerry Dean Potter's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 8, 2022 - Present

FREEDOM FINANCIAL ADVISORS, LLC

Office #1: 1211 Jefferson Rd., South Charleston, WV 25309

RIA

CRD#: 321101

South Charleston, WV

Past

December 21, 2010 - November 8, 2022

PATRIOT FINANCIAL CONSULTING

RIA

CRD#: 155933

SOUTH CHARELSTON, WV

Past

June 21, 2004 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

HURRICANE, WV

Past

June 21, 2004 - March 13, 2009

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

HURRICANE, WV

Past

July 30, 2001 - June 7, 2004

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Past

October 18, 1999 - July 10, 2001

VESTAX SECURITIES CORPORATION

CRD#: 10332

HUDSON, OH

Past

May 13, 1999 - September 27, 1999

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

PHOENIX, AZ

Past

February 1, 1984 - May 14, 1998

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

West Virginia
(7/8/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/8/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 1/30/1984

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FREEDOM FINANCIAL ADVISORS, LLC

CRD#: 321101 / SEC#:

West Virginia

Registered Investment Advisory firm - (6/22/2022 Approved)

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Contact information

Main Address

1211 Jefferson Rd., South Charleston, WV 25309

Mailing Address

Phone number

(833) 327-9997

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	28
AUM (Assets Under Management)	$ 13,000,000

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.

SEC / JURISDICTION	REPORTING STATUS	EFFECTIVE DATE
West Virginia	ERA - Withdrawn	4/18/2022

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jerry D. Potter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerry Dean Potter's CRS (Customer Relationship Summary).

Certified licenses

Experience

FREEDOM FINANCIAL ADVISORS, LLC

PATRIOT FINANCIAL CONSULTING

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

VESTAX SECURITIES CORPORATION

AMERICAN GENERAL SECURITIES INCORPORATED

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 63

Date: 2/8/1984

Series 6

Date: 1/30/1984

Current Firm

FREEDOM FINANCIAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Exempt reporting advisers

Red Flags

Company Information

FREEDOM FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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