Dalton L Potts

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2019 → Present
  Edward Jones
  St Louis, MO
• 08/2015 → 02/2019
  Republic Finance
  Jackson, TN
• 10/2016 → 06/2017
  Primerica
  Brentwood, TN

Other Businesses

N/A Type: rental Date: 01/01/18 Title: rental manager Trad Hrs: 0 Tot Hrs: 0 Desc: I owe two houses with my dad. He does all of the work. I have not made any money off of it. He puts all the money back into paying houses off. City-State: Greenfield TN

Exams

• S66 Uniform Combined State Law Examination
  2019-04-06

Designations

• Certified Financial Planner

Other Names

• Dalton Lee Potts