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Jason Andrew Potts

President/Ceo/ Chief Compliance OfficerLifetime Wealth Management P.C.CRD 4371475

About Jason Andrew Potts

Jason Andrew Potts is listed as President/Ceo/ Chief Compliance Officer at Lifetime Wealth Management P.C. in Rockwall, TX. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Lifetime Wealth Management P.C.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jason Andrew Potts work?

Jason Andrew Potts is listed as President/Ceo/ Chief Compliance Officer at Lifetime Wealth Management P.C. on SEC Form ADV.

How much of Lifetime Wealth Management P.C. does Jason Andrew Potts own?

Form ADV reports a beneficial ownership band of Over 75%.

Lifetime Wealth Management P.C.

TitlePresident/Ceo/ Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2007
View Lifetime Wealth Management P.C. →