Jason Pott
Financial Advisor - WealthPlan Partners
303.317.3775
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
Phone: 303.317.3775
Fax: 844.308.6733