Log in
Log in
Skip to main content
Advisor Image

Jordan Potter

Advisor Image
Jordan Potter
Financial Associate
.
Part of the Summit Retirement Group practice
1005 Terminal Way #115
Reno, NV 89502
Tax Efficient Planning
Retirement Planning
About Jordan Potter

With expertise in financial planning and commitment to making this world a better place, I am here to help my clients and community achieve financial clarity. As a financial associate with a background in ministry, non-profit, and local credit union work behind me I aim to see the whole picture and let you be the expert on YOU.


In our practice we provide personalized strategies whether you are just starting out or just starting over. We help burst the financial bubble to make sense of an intentionally difficult industry to understand. Providing education, empowering our community, and helping execute actionable steps to help you reach your goals.


I am dedicated to inclusive and affirming care, working closely with queer folks across states to address the unique needs and challenges our community faces.

My qualifications
  • Masters of Finance, California Lutheran University
  • Bachelors of Theology, Multnomah University
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 63 - Licensed Securities Agent
  • Securities Industry Essentials
My state licenses
  • California(Insurance Lic. #4310552)
  • Colorado
  • Louisiana
  • Michigan
  • Nevada
  • North Carolina
  • Oregon

Insights

View all 
Basics of a financial plan: What it is & getting started
Basics of a financial plan: What it is & getting startedLet's pursue your financial goals, together. I can help you get started by providing insight on three important steps to establishing a financial plan. 1. Identify where you are. 2. Define financial success so you can outline your goals. 3. Uncover some events that might move you further away from your goals. Learn more about what makes up a solid financial plan and the process for creating your own. Disclosures: thrivent.com/social
View more
Risks and habits that can derail your financial plan
Risks and habits that can derail your financial planIs your future protected from the unexpected? Here are 5 uncertainties to plan for to keep your goals on track.
View more
Do you need disability insurance?
Do you need disability insurance?What happens when you don’t have income protection and a sudden illness or injury prevents you from working? Here are some key facts to know about disability income insurance and how it can benefit you.
View more
Office location
Reno Location
1005 Terminal Way #115
Reno, NV 89502
Phone775-322-4966 ext. 403Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations