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Jerry Dean Potter

Freedom Financial Advisors, LLC

South Charleston, WV

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Current Employers
Freedom Financial Advisors, Llc

1211 Jefferson Rd., South Charleston, WV 25309 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2022-07-08
  • WV RA
    APPROVED
    Since 2022-07-08

Branch Locations

1211 Jefferson Rd., South Charleston, WV 25309 • United States

Disclosures

4 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 Yes
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Jerry Potter Financial South Charleston WV 02/2009 Present
Potter & Spano Financial Group Charleston WV 10/2018 Present
  • 02/2009 → Present
    Jerry Potter Financial
    South Charleston, WV
  • 10/2018 → Present
    Potter & Spano Financial Group
    Charleston, WV
Previous Registrations
  • 2010-12-21 → 2022-11-08
    Patriot Financial Consulting
    South Charleston, WV
    South Charelston, WV
Other Businesses

INDEPENDENT INSURANCE AGENT, AIG, ALLIANZ, ING, MIDLAND NATIONAL, U.S. FINANCIAL, GOLDEN RULE, BC/BS. PROGRESSIVE. 120 HRS/MO DURING TRADING J & J RENTALS: NON-INVSETMENT: 8 HOURS PER MONTH: REAL ESTATE HOLDING COMPANY Freedom Financial Insurance Group, LLC- Life insurance and fixed annuities. - 40 hours per month during trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-02-08
  • S63 Uniform Securities Agent State Law Examination
    1984-02-08

View on SEC IAPD

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Other Offices

EDWARD JONES · SOUTH CHARLESTON, WV
RETIREMENT PLANNING CONSULTANTS INC · SOUTH CHARLESTON, WV
STATE FARM INVESTMENT MANAGEMENT CORP. · S Charleston, WV
OSAIC WEALTH, INC. · SOUTH CHARLESTON, WV
J.P. MORGAN SECURITIES LLC · SOUTH CHARLESTON, WV
TRUIST ADVISORY SERVICES, INC. · CHARLESTON, WV
EDWARD JONES · CHARLESTON, WV
STATE FARM INVESTMENT MANAGEMENT CORP. · Dunbar, WV

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