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Jolene R Potts

Cliftonlarsonallen Wealth Advisors, LLC

St. Louis, MO

Minneapolis, MN

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Current Employers
Cliftonlarsonallen Wealth Advisors, Llc

220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-05-04
MO RA APPROVED 2026-03-25
  • IL RA
    APPROVED
    Since 2026-05-04
  • MO RA
    APPROVED
    Since 2026-03-25

Branch Locations

600 Washington Street Suite 1800, St. Louis, MO 63101 • United States

220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade Saint Louis MO 01/2018 01/2022
Giddy Goat Coffee House Rolla MO 06/2014 12/2017
Missouri University Of Science And Technology Rolla MO 08/2013 12/2017
Onedigital Investment Advisors, Llc Clayton MO 01/2022 03/2026
Cliftonlarsonallen Wealth Advisors, Llc St Louis MO 03/2026 Present
  • 01/2018 → 01/2022
    Td Ameritrade
    Saint Louis, MO
  • 06/2014 → 12/2017
    Giddy Goat Coffee House
    Rolla, MO
  • 08/2013 → 12/2017
    Missouri University Of Science And Technology
    Rolla, MO
  • 01/2022 → 03/2026
    Onedigital Investment Advisors, Llc
    Clayton, MO
  • 03/2026 → Present
    Cliftonlarsonallen Wealth Advisors, Llc
    St Louis, MO
Previous Registrations
  • 2022-11-10 → 2026-03-30
    Onedigital
    Clayton, MO
    Overland Park, KS
  • 2022-10-22 → 2023-01-02
    Hm Capital Management, Llc
    Clayton, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-21
S63 Uniform Securities Agent State Law Examination 2018-07-10
  • S65 Uniform Investment Adviser Law Examination
    2022-10-21
  • S63 Uniform Securities Agent State Law Examination
    2018-07-10
Designations
Other Names
  • Jolene Potts
  • Jolene Potts
  • Jolene Potts
  • Jolene Renae Harbin
  • Jolene Potts

View on SEC IAPD

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