Jason M. Potter

KINGSMARK PRIVATE FINANCIAL ADVISORS

Albany, GA 31721

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CRD#: 4930225

Professional summary

Jason Mccain Potter is a registered financial advisor currently at KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC located in Albany, Georgia.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jason has worked at 2 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.

VARIOUS INSURANCE COMPANIES - INDEPENDENT INSURANCE SALES AGENT - INVESTMENT-RELATED - INSURANCE AND ANNUITY PRODUCT SALES - START DATE 07/2017 - 0-1 HOURS/MONTH - 0-1 HOURS/MO DURING TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Mccain Potter's CRS (Customer Relationship Summary).

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 12, 2017 - Present

KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC

Office #1: 601 Pointe North Boulevard, Albany, GA 31721

RIA

CRD#: 146655

Albany, GA

Past

July 11, 2005 - July 5, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ALBANY, GA

Past

May 25, 2005 - July 5, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ALBANY, GA

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".

KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC

KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC | LONGLEAF FINANCIAL ADVISORS, LLC

CRD#: 146655 / SEC#: 801-68950

RIA

Registered Investment Advisory firm - (3/12/2008 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.

Highlighted states indicate IAR registrations

IAR

Georgia
(7/12/2017)

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

IAR

Series 66

Date: 6/29/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/5/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/24/2005

General Securities Representative Examination

Current Firm

KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC

KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC | LONGLEAF FINANCIAL ADVISORS, LLC

CRD#: 146655 / SEC#: 801-68950

RIA

Registered Investment Advisory firm - (3/12/2008 Approved)

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Contact information

Main Address

601 Pointe North Boulevard, Albany, GA 31721

Mailing Address

Po Box 70998, Albany, GA 31708

Phone number

(229) 439-2348

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PT 2A (4/21/2025)

Regulatory assets under management

Total Number of Accounts	847
AUM (Assets Under Management)	$ 373,647,851

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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Jason M. Potter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Mccain Potter's CRS (Customer Relationship Summary).

Certified licenses

Experience

KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/29/2005

SIE

Date: 7/5/2017

Series 7

Date: 5/24/2005

Current Firm

KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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