Jackson Potter CFP®

Wealth Advocate

 “I see the profession of financial planning as a way to make positive differences in the lives of many individuals and their families.” 

Career Summary:

  • Joined SWA in 2018, after interning for a Wealth Management firm in Edina.
  • Jackson assists SWA financial advisors with servicing their clients.
  • Jackson graduated from Virginia Tech in Blacksburg, Virginia with a B.S. Degree in Finance.
  • While in college, he was on the Certified Financial Planner (CFP®) Certification Education Track.  

Association Involvement:

  • Financial Planning Association Member

Personal Interests:

  • Originally from Denver, CO, now lives in Minneapolis.
  • Avid outdoors enthusiast.
  • Enjoys exploring bike paths and skiing in particular.
  • Likes catching the latest movies and going to concerts.