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Jeffrey Weightman Potter

Ballentine Partners

Waltham, MA

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Current Employers
Ballentine Partners

230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2024-10-17
MA RA APPROVED 2014-01-23
  • NH RA
    APPROVED
    Since 2024-10-17
  • MA RA
    APPROVED
    Since 2014-01-23

Branch Locations

230 3Rd Avenue 6Th Floor, Waltham, MA 02451 • 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
OrganizationCityStateFromTo
Ballentine Partners Llc Waltham MA 03/2016 04/2018
Ballentine Partners Llc Waltham MA 04/2018 05/2021
Ballentine Partners Llc Waltham MA 05/2021 06/2026
Ballentine Partners, Llc Waltham NH 07/2026 Present
  • 03/2016 → 04/2018
    Ballentine Partners Llc
    Waltham, MA
  • 04/2018 → 05/2021
    Ballentine Partners Llc
    Waltham, MA
  • 05/2021 → 06/2026
    Ballentine Partners Llc
    Waltham, MA
  • 07/2026 → Present
    Ballentine Partners, Llc
    Waltham, NH
Other Businesses

Volunteer - Shingle Shanty Preserve & Research Station - Secretary

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-01-14
  • S65 Uniform Investment Adviser Law Examination
    2014-01-14

View on SEC IAPD

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BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
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