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JP

Jackson B. Potter

HEIRLOOM WEALTH MANAGEMENT LLC
GREENWOOD VILLAGE, CO 80111
Some features on this profile are disabled
CRD#: 6663459
JP

Professional summary

Jackson B Potter, CFP® is a registered financial advisor currently at HEIRLOOM WEALTH MANAGEMENT LLC located in Greenwood Village, Colorado.

Jackson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jackson has worked at 3 firms .

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jackson B 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®
CFP®

Certified Financial Planner

Experience

Current

November 1, 2022 - Present

HEIRLOOM WEALTH MANAGEMENT LLC

Office #1: 6400 S Fiddlers Green Circle Suite 1970, Greenwood Village, CO 80111
RIA
CRD#: 292277
GREENWOOD VILLAGE, CO
Past

October 11, 2021 - January 30, 2023

POTTER FINANCIAL SOLUTIONS, INC.

RIA
CRD#: 113957
WESTMINSTER, CO
Past

June 2, 2020 - July 22, 2021

SUMMIT WEALTH ADVOCATES, LLC

RIA
CRD#: 151330
St. Louis Park, MN

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".
HW
HEIRLOOM WEALTH MANAGEMENT LLC
HEIRLOOM WEALTH MANAGEMENT LLC

CRD#: 292277 / SEC#: 801-112707

RIA
Registered Investment Advisory firm - (3/30/2018 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
Colorado
(11/1/2022)
IAR
Texas
(11/1/2022)

Exams

Current Firm

HW
HEIRLOOM WEALTH MANAGEMENT LLC
HEIRLOOM WEALTH MANAGEMENT LLC

CRD#: 292277 / SEC#: 801-112707

RIA
Registered Investment Advisory firm - (3/30/2018 Approved)
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Contact information

Main Address
6400 S Fiddlers Green Circle Suite 1970, Greenwood Village, CO 80111
Mailing Address
Phone number
(720) 328-2877
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (8/19/2025)

Regulatory assets under management

Total Number of Accounts1,800
AUM (Assets Under Management)$ 614,050,256

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.

Company Information

HEIRLOOM WEALTH MANAGEMENT LLC

CRD#: 292277Greenwood Village, CO 80111

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