Jacob Raymond Potts
Chief Operating OfficerDinuzzo Private Wealth, Inc.CRD 6639888
About Jacob Raymond Potts
Jacob Raymond Potts is listed as Chief Operating Officer at Dinuzzo Private Wealth, Inc. in Beaver, PA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Dinuzzo Private Wealth, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jacob Raymond Potts work?
Jacob Raymond Potts is listed as Chief Operating Officer at Dinuzzo Private Wealth, Inc. on SEC Form ADV.
How much of Dinuzzo Private Wealth, Inc. does Jacob Raymond Potts own?
Form ADV reports a beneficial ownership band of Under 5%.
Dinuzzo Private Wealth, Inc.
| Title | Chief Operating Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |