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Jeffrey David Potter

Director at Davenport & Company

Officer record from the firm’s Form ADVForm ADV filed 27 July 2026

Jeffrey David Potter is Director of Davenport & Company LLC, a Richmond investment adviser.

Role at Davenport & Company

Title on Schedule A
Director
Control
Jeffrey David Potter is not a control person of Davenport & Company.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jeffrey David Potter has held the filed role since March 2025.

The firm

Davenport & Company LLC
Richmond, VA

Form ADV filed 27 July 2026

$24.7B AUM17,724 clients228 advisers22 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Jeffrey David Potter is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Jeffrey David Potter
CRD
6314134
Firm
Davenport & Company LLC
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Jeffrey David Potter work?

Jeffrey David Potter has been Director of Davenport & Company LLC since March 2025.

Source: Form ADV, Schedule A, filed 27 July 2026

Leadership at Davenport & Company

Sources

  1. IAPD individual lookup, CRD 6314134. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Davenport & Company LLC, filed 27 July 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jeffrey David Potter or Davenport & Company LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.