Jason Potts is an advisor and consultant to high net worth families and directs the operations of Lifetime Wealth Management, P.C., Lifetime Tax Advisors, Inc., and Lifetime Insurance Services, Inc.

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Prior to the formation of Lifetime Wealth Management, P.C., Jason worked as a Fi­nancial Advisor and Investment Representative for a private bank as well as a national brokerage firm. His role was asset allocation of his clients’ portfolios, consulting those clients in business matters as well as oversight of all business operations.

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Jason has been in the financial services arena for more than fifteen years and has significant entrepreneurial experience. Prior to his tenure in financial services he owned, started, and sold a number of businesses. Jason has personal real estate investment experience including single-family homes as well as other commercial investment holdings.

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Education :

BA – Finance, University of North Texas
MBA – Executive Southern Methodist University

Awards :

Texas Monthly Five Star Wealth Manager Award 2010 – 2015

Rockwall Rotary Club:

• Service Above Self Award

• Rotarian of the Year

 

Licenses :

Texas State Securities Licenses:

• Series 63

• Series 65

 

Texas Insurance Licenses:

• Life, Accident, Health, and HMO

• Property and Casualty