Jonathan Steven Potter

Current Employers

Practicecfo Investments

13400 Sabre Springs Parkway Suite 255, San Diego, CA 92128 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-06-08
UT	RA	APPROVED	2025-12-16

CA RA
APPROVED

Since 2026-06-08
UT RA
APPROVED

Since 2025-12-16

Branch Locations

Saratoga Springs, UT • United States

13400 Sabre Springs Parkway Suite 255, San Diego, CA 92128 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Jsp Services Llc	West Jordan	UT	04/2024	08/2025
Goreact	Orem	UT	06/2023	05/2024
Hg Insights	Santa Barbara	CA	10/2021	05/2023
Boostability	Lehi	UT	07/2019	10/2021
Omadi	Lehi	UT	10/2015	07/2019
Practicecfo, Llp	San Diego	CA	08/2025	Present

04/2024 → 08/2025

Jsp Services Llc

West Jordan, UT
06/2023 → 05/2024

Goreact

Orem, UT
10/2021 → 05/2023

Hg Insights

Santa Barbara, CA
07/2019 → 10/2021

Boostability

Lehi, UT
10/2015 → 07/2019

Omadi

Lehi, UT
08/2025 → Present

Practicecfo, Llp

San Diego, CA

Other Businesses

Coburn Analytics Inc. DBA Stratix Advisory; Not investment related; 160 Park St, Unit 101, New Canaan, Connecticut, 06840; Bookkeeping and strategic CFO services for companies in the high growth and mid-market technology sector; Consultant; Consultant; September 1, 2025; Total number of hours each month 1; Total number of hours during securities trading hours 1;

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-12-12

S65 Uniform Investment Adviser Law Examination

2025-12-12

Other Names

Jon Potter

View on SEC IAPD