Jason Potts has been President/CEO/ Chief Compliance Officer of Lifetime Wealth Management P.C. since November 2007, is a control person of the firm and directly owns 75% or more of it.
Lifetime Wealth Management P.C. is a Rockwall, TX firm with $217M under management, 119 clients and 5 advisers across 3 offices, as of its March 2026 filing.
Jason Potts is President/CEO of Lifetime Wealth Management, P.C., based in Rockwall, Texas. He directs operations as President and CEO of Lifetime Wealth Management, P.C., Lifetime Tax Advisors, Inc., and Lifetime Insurance Services, Inc. Before founding Lifetime Wealth Management, P.C., he worked as a Financial Advisor and Investment Representative for a private bank and a national brokerage firm, and he has been in financial services for more than twenty years.
Jason Potts’ longest registration is the current one, 18 years at Lifetime Wealth Management P.C. since 2007. Before joining Lifetime Wealth Management P.C. in 2007, Jason Potts was registered through Linsco/Private Ledger Corp.
- Linsco/Private Ledger Corp.– · 2 yearsRowlett, TX · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Jason Potts is registered as an investment adviser representative in 2 states. The first approvals date from November 2007; the most recent is Puerto Rico, in January 2025.
- Puerto RicoSince 23 January 2025
- TexasSince 15 November 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 April 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 May 2001 |
| Series 7 | General Securities Representative Examination | 14 May 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Andrew Potts
- CRD
- 4371475
- Firm
- Lifetime Wealth Management P.C. · CRD 145492
- Role
- President/CEO/ Chief Compliance Officer
- Registration
- Investment adviser registration
- In the industry since
- April 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifetimewealthmanagement.com
Where does Jason Potts work?
Jason Potts has been President/CEO/ Chief Compliance Officer of Lifetime Wealth Management P.C. since November 2007, and is a control person of the firm.
Is Jason Potts a financial advisor?
Yes. Jason Potts has a current investment-adviser registration in Puerto Rico and Texas, through Lifetime Wealth Management P.C. since November 2007.
How many years of experience does Jason Potts have?
Jason Potts has 21 years in the financial industry, since April 2005, across 2 adviser firms.
What exams has Jason Potts passed?
Jason Potts has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in May 2001.
Is Jason Potts registered with FINRA?
No. Jason Potts has no current broker registration.
How can I verify Jason Potts’ record?
Search CRD 4371475 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Potts’ full registration record.