JP
Jeffrey C. Potter
VERITY ASSET MANAGEMENT
YOUNGSTOWN, OH
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CRD#: 4009163
JP
Professional summary
Jeffrey Charles Potter is a registered financial advisor currently at VERITY ASSET MANAGEMENT located in Youngstown, Ohio and VERITY INVESTMENTS, INC. located in Durham, North Carolina.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Jeffrey has worked at 3 firms and has passed the Series 66, SIE and Series 7 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.
1.) VERITY ASSET MGMT - 9/2/21 - 280 S Mangum Street, Suite 550, Durham, NC 27701 - IAR, Contractor, Invt Rel, RA business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) VERITY FIN GROUP - 9/1/04 - 280 S Mangum Street, Suite 550, Durham, NC 27701 - Agent, Independent Contractor, Not Invt Rel, Insurance business, 40 hrs/mo; 40 hrs/mo (during trading hours). 3.) DOORSDASH - 9/2/21 - 165 E Midlothian - Driver, Drive delivery part time, Not Invt Rel, Delivery driver, 20 hrs/mo; 0 hrs/mo (during trading hours). 4.) COACH/SCOUT - 9/1/16 - 165 E Midlothian Blvd - Coach & Scout, Coach and scout various Black Bear sports hockey teams, Not Invt Rel, Coach and scout for various Black Bear Sports hockey teams, 80 hrs/mo; 10 hrs/mo (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Charles 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®
NoneExperience
Current
July 29, 2011 - Present
VERITY ASSET MANAGEMENT
RIA
CRD#: 158667
YOUNGSTOWN, OH
Current
November 5, 2004 - Present
VERITY INVESTMENTS, INC.
Office #1: 280 S Mangum St Ste 550, Durham, NC 27701-3683BD
CRD#: 41527
Durham, NC
Current
November 12, 2025 - Present
THE LEADERS GROUP, INC.
Office #1: 280 S Mangum Street, Suite 550, Durham, NC 27701BD
CRD#: 37157
Durham, NC
Past
March 22, 2011 - July 29, 2011
VERITY INVESTMENTS, INC.
RIA
CRD#: 41527
PITTSBURGH, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VA
VERITY ASSET MANAGEMENT
ENCOMPASS MORE | VERITY ASSET MANAGEMENT, INC. | VERITY ASSET MANAGEMENT
CRD#: 158667 / SEC#: 801-66730
RIA
Registered Investment Advisory firm - (5/26/2006 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(11/15/2013)
RR
New York(7/25/2005)
RR
Ohio(3/4/2020)
IAR
Ohio(3/4/2020)
RR
Pennsylvania(11/22/2004)
IAR
Pennsylvania(7/29/2011)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
FINRA
Current Firm
VA
VERITY ASSET MANAGEMENT
ENCOMPASS MORE | VERITY ASSET MANAGEMENT, INC. | VERITY ASSET MANAGEMENT
CRD#: 158667 / SEC#: 801-66730
RIA
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Contact information
Main Address
280 S Mangum St Ste 550, Durham, NC 27701-3676
Mailing Address
Phone number
(919) 490-6717
Established
Firm type
Fiscal year end
# of Employees
67
SEC notice filing (35 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 7,199 |
| AUM (Assets Under Management) | $ 1,041,329,944 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
