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.
| Title | President/Ceo/ Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2007 |