Morton Jay Potoff
Professional Summary
Morton Jay Potoff is a registered financial advisor currently at MJP WEALTH ADVISORS located in Longboat Key, Florida. Morton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1968. Morton has worked at 5 firms and has passed the Series 63, SIE, Series 1, Series 53, Series 51 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
59 years in the financial services industry
Current & Past Employments
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Current Firm
MJP ASSOCIATES, INC. | MJP WEALTH ADVISORS
Contact Information
Main Address
74 Batterson Park Rd Suite 103, Farmington, CT 06032Phone Number
(860) 677-7755# of Employees
21SEC notice filing (24 States and Territories)
Registered to provide investment advisory services in 24 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,057AUM (Assets Under Management)
$1,561,803,600Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
MJP ASSOCIATES, INC. | MJP WEALTH ADVISORS
State Registrations and Notice Filings
(5/26/1983)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed Mar 1967Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Morton Jay Potoff's CRS (Customer Relationship Summary).
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