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Member · SFC Financial LLC

Jacob V. Potter

CRD 6850874 · Named on Form ADV at one SEC-registered adviser

At a glance

SFC Financial LLC, an SEC-registered wealth manager based in Sunset Hills, MO with $208 million in regulatory assets, lists Jacob V. Potter on its Form ADV as Member, a control person.

Firms and roles

  • SFC Financial LLCMemberWealth manager · Sunset Hills, MO · $208M in regulatory assets

AtlasMembers

Jacob’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jacob’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.