Rhonda Elizabeth Potter

Current Employers

Employment History

• 01/2020 → Present
  Jpmorgan Chase Bank Na
  Atlanta, GA
• 01/2020 → Present
  Jpmorgan Securities Llc
  Atlanta, GA
• 12/2007 → 12/2019
  Bny Mellon Wealth Management
  Atlanta, GA
• 10/2025 → Present
  Buckner Retreat, Llc
  Mableton, GA

Other Businesses

Entity Name: Atlanta Society of Finance and Investment Professionals Foundation Investment related: Yes "Address: ASFIP Foundation C/O Cobb Community Foundation PO Box 671868 | Marietta, GA 30006-0032 https://cfaatlanta.org/AboutFoundation" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 07/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The organization promotes financial literacy in the city of Atlanta. As a board member, I will help govern the policies of the Foundation. There is no connection to JPMC. Entity Name: Buckner Retreat, LLC Investment related: No Address: Mableton, GA Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 10/06/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The LLC owns investment residential real estate. I am one of two members of the LLC with equal interests. The second member is my husband. The LLC will own a home, which we will rent.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-03
• S63 Uniform Securities Agent State Law Examination
  2020-02-27

Designations

Other Names

• Rhonda Elizabeth Mcclelland