JP
Jason A. Potts
LIFETIME WEALTH MANAGEMENT P.C.
Rockwall, TX 75087
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CRD#: 4371475
JP
Professional summary
Jason Andrew Potts is a registered financial advisor currently at LIFETIME WEALTH MANAGEMENT P.C. located in Rockwall, Texas.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jason has worked at 3 firms and has passed the Series 65, Series 63 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. OWNER (80%) OF LIFETIME TAX ADVISORS SINCE 2008, INC. AND OWNER (100%) OF LIFETIME INSURANCE SERVICES, INC. SINCE 2008, ROCKWALL, TX, NON-INVESTMENT RELATED, DISTRIBUTIONS MAY BE RECEIVED. 2. OWNER AND SOLE MANAGING MEMBER OF RBPD, LLC SINCE 2017, ROCKWALL, TX, NON-INVESTMENT RELATED, DISTRIBUTIONS MAY BE RECEIVED. 3. MANAGING MEMBER OF LOTL HOLDINGS, LLC SINCE 2020, ROCKWALL, TX, NON-INVESTMENT RELATED, DISTRIBUTIONS MAY BE RECEIVED. 4. SOLE MANAGING MEMBER OF LIFETIME ADVISORY GROUP LLC, SAN JUAN PR, STARTED JAN 2025, BUSINESS CONSULTING AND MANAGEMENT SERVICES OF LIFETIME COMPANIES, RECEIVE MANAGEMENT FEES, SPENDS APPROX. 50 HOURS OR MORE PER MONTH, ALL DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Andrew Potts'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
November 15, 2007 - Present
LIFETIME WEALTH MANAGEMENT P.C.
Office #1: 560 E. Interstate Hwy 30, Ste 110, Rockwall, TX 75087RIA
CRD#: 145492
Rockwall, TX
Past
April 28, 2005 - November 21, 2007
LPL FINANCIAL LLC
RIA
CRD#: 6413
ROWLETT, TX
Past
October 1, 2004 - November 21, 2007
LPL FINANCIAL LLC
BD
CRD#: 6413
ROWLETT, TX
Past
May 17, 2001 - September 22, 2004
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
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".
LW
LIFETIME WEALTH MANAGEMENT P.C.
EFG FUNDS | LIFETIME WEALTH MANAGEMENT P.C.
CRD#: 145492 / SEC#: 801-113213
RIA
Registered Investment Advisory firm - (5/15/2018 Approved)Texas
Registered Investment Advisory firm - (5/17/2018 Terminated)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
Puerto Rico(1/23/2025)
IAR
Texas(11/15/2007)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
LW
LIFETIME WEALTH MANAGEMENT P.C.
EFG FUNDS | LIFETIME WEALTH MANAGEMENT P.C.
CRD#: 145492 / SEC#: 801-113213
RIA
Registered Investment Advisory firm - (5/15/2018 Approved)Texas
Registered Investment Advisory firm - (5/17/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
560 E. Interstate Hwy 30, Ste 110, Rockwall, TX 75087
Mailing Address
3021 Ridge Road, #a284, Rockwall, TX 75032
Phone number
(972) 771-0650
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 263 |
| AUM (Assets Under Management) | $ 179,539,148 |
Red Flags
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Company Information
LIFETIME WEALTH MANAGEMENT P.C.
CRD#: 145492Rockwall, TX 75087TRUST BUT VERIFY
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