Jackson Potter

 “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.