Broker Check
 
Jason Pott

After graduating from the University of Colorado with a degree in Finance, Jason began his career as a Financial Planner in 2009 for Country Financial. 

   
In 2017, he made the switch to an Independent Advisor to better serve the needs of his clients, and in 2018 joined WealthPLAN Partners, a Registered Investment Advisor.  His affiliation with WealthPLAN Partners will offer his clients many features, including:

⦁ Flexibility in investment options with no proprietary products

⦁ Expanded technology, website, and performance reporting

⦁ Access to lower expense share classes

⦁ Research and market insights

 

Jason and his wife, Nichole were both raised in Arvada, CO and have two daughters and a son.


REGISTRATIONS & LICENSES
Series 6*
Series 63*
Series 65**


*Securities registrations held with Securities America.
**Series 65 registration held with WealthPLAN Partners.

Office Address:

WealthPLAN Partners
8791 Wolff Court
Suite 230
Westminster, CO 80031