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:

  • Prior to joining SWA in 2018, Jackson interned for a wealth management firm in Edina
  • His responsibilities at SWA include servicing his clients, building new client relationships, and collaborating with the financial advisor team
  • Jackson became a CERTIFIED FINANCIAL PLANNER™ professional in May 2020
  • Jackson graduated from Virginia Tech in Blacksburg, Virginia with a B.S. Degree in Finance

 
Association Involvement:

  • Financial Planning Association (FPA) member
  • Participant of FPA NexGen, a networking group for young financial planning professionals
  • Working towards becoming a member of the National Association of Professional Financial Advisors (NAPFA), as well as an enrolled agent with the IRS

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.