Morton Jay Potoff

Current Employers

Mjp Wealth Advisors

74 Batterson Park Rd Suite 103, Farmington, CT 06032 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APP_PEND_IARCE	2026-01-01
CT	RA	APPROVED	1983-05-26

FL RA
APP_PEND_IARCE

Since 2026-01-01
CT RA
APPROVED

Since 1983-05-26

Branch Locations

Longboat Key, FL • United States

74 Batterson Park Rd Suite 103, Farmington, CT 06032 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
Self Employed	West Hartford	CT	03/1967	Present
Royal Alliance Associates, Inc.	Farmington	CT	11/1989	03/2018
Mjp Associates, Inc	Farmington	CT	01/1983	Present
Mb Insurance	Farmington	CT	01/1998	Present
Arete Wealth Management Llc	Chicago	IL	03/2018	12/2018

03/1967 → Present

Self Employed

West Hartford, CT
11/1989 → 03/2018

Royal Alliance Associates, Inc.

Farmington, CT
01/1983 → Present

Mjp Associates, Inc

Farmington, CT
01/1998 → Present

Mb Insurance

Farmington, CT
03/2018 → 12/2018

Arete Wealth Management Llc

Chicago, IL

Previous Registrations

1992-09-14 → 2008-05-15

Osaic Wealth, Inc.

Fairfield, CT

Farmington, CT

Guilford, CT

Woodbridge, CT

Portland, ME

Holyoke, MA

New York, NY

Trumbull, CT

Manomet, MA

South Hadley, MA

Westborough, MA

Fair Lawn, NJ

Copake, NY

Rocky Hill, CT

Teaneck, NJ

Oradell, NJ

East Longmeadow, MA

Other Businesses

1. MJP Wealth Advisors (Investment Related) - conduct investment advisory and insurance since 1983 approx. 20 hrs/week. Act as an investment advisor for RIA Business. 2. MB Insurance LLC(non-Investment Related) - Chief Operating Officer since 1998. Approx. 5 hrs/week. Market insurance products to Massachusetts Bar members. 3. MJP Consulting LLC (Investment Related) - Chief Operating Officer since 2013. Approx. 10 hrs/week. Consult on wealth management accounts and insurance. 4. MJP Consulting of Florida LLC (Non-Investment Related) - 1211 Gulf of Mexico Drive, Apt#408, Longboat Key, Fl., 34228; consulting and insurance sales; member; Approx 40 to 60 hrs/month. 0 hrs/month during securities trading hours; Deals with Life insurance, disability income insurance, long term care insurance sales.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1982-11-15

S63 Uniform Securities Agent State Law Examination

1982-11-15

View on SEC IAPD