Jeremy Michael Potter

Current Employers

Employment History

• 04/2009 → Present
  New York Life Insurance Company
  Madison, WI
• 05/2009 → Present
  Nylife Securities Llc
  Madison, WI
• 02/2013 → Present
  Eagle Strategies Llc
  Madison, WI
• 03/2021 → Present
  Action Financial Strategies, Llc
  Cottage Grove, WI

Other Businesses

[RENTAL INCOME FROM RENTAL PROPERTY (SINGLE FAMILY HOME) LOCATED ON A 10 ACRE PARCEL OF LAND. FUNCTIONS ARE PASSIVE - COLLECTING RENT. LOCATED AT 375 RIVER ROAD EAST, RUDOLPH, WI 54475. AND 4021-4023 CLAIRE STREET, MADISON, WI 53716. 50% OWNERSHIP BEGINNING JANUARY, 2012. OWNED WITH FATHER, JOHN POTTER, JR. LEGAL STRUCTURE: TENANCY IN COMMON] [POTTER & SON INC; CRANBERRY FARM.; 112 AIRPORT HANGAR DR WISCONSIN RAPIDS, WI 54494; START DATE 03/2015; ROLE/TITLE: OWNER, OWN STOCK; NOT INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; COMPENSATION: DIVIDENDS/INTEREST] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products.; 202 W Cottage Grove Rd Suite C Cottage Grove, WI 53527; Start Date 05/2015; Role/Title: Insurance Broker; Investment Related; 3 hours per month; 3 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF ACTION FINANCIAL STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; COTTAGE GROVE, WI; START DATE: 03/2021]

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-05-27

Designations

Other Names

• Jeremy M Potter