Jacob Victor Potter

Employer firm

Sfc Financial LLC CRD 129817

$208M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 01/2017 → Present
  Sfc Financial Llc
  St. Louis, MO
• 06/1999 → Present
  Swink Coplen & Company Pc
  St. Louis, MO

Other Businesses

(1) SWINK COPLEN & COMPANY PC. NOT INVESTMENT-RELATED. 3890 SOUTH LINDBERGH BLVD, SUITE 200, ST. LOUIS, MO 63127. CPA FIRM. SHAREHOLDER & DIRECTOR OF TAX. START 06/1999. 180 HOURS PER MONTH DURING SECURITIES TRADING HOURS. DUTIES: MANAGE TAX DEPARTMENT. (2) NINJA INVESTMENTS LLC. NOT INVESTMENT-RELATED. 4732 BRUNSTON DRIVE, ST. LOUIS, MO 63128. RENTAL REAL ESTATE. MANAGING MEMBER. START 07/21/2015. 5 HOURS PER MONTH; ZERO HOURS DURING TRADING HOURS. DUTIES: MANAGEMENT AND ACCOUNTING FOR LLC. (3) WILDROSE MANOR LLC. NOT INVESTMENT-RELATED. 4732 BRUNSTON DRIVE, ST. LOUIS, MO 63128. RENTAL REAL ESTATE. MANAGING MEMBER. START 09/19/2021. 5 HOURS PER MONTH; ZERO HOURS DURING TRADING HOURS. DUTIES: MANAGEMENT AND ACCOUNTING FOR LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-13