Skip to main content

Thrivent.com
MyThrivent
Broker Check

Home
About
Solutions
Insights

Home
About
Solutions
Insights
Contact Me
Thrivent.com
MyThrivent
Broker Check

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.

Meet My Team

Summit Retirement Group

Summit Retirement Group

Title: Team Practice
Website: https://connect.thrivent.com/summit-retirement-group

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.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Copyright: © 2025 Thrivent. All rights reserved.