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About Jordan Potter

I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.

My focus is on personal finance working with individuals, families, and small businesses and in our local community to build self-worth through financial education. My experience as a finance professional serves my clients through understanding their own money story-- across trauma, poverty, and LGBTQ+, and queer family planning experiences.

My extensive background in ministry operations and non-profit organizations serving on local and regional levels allows me to understand the unique financial situations my clients face.

Education and experience

• FINRA Series 63 Uniform Securities Agent State Law Exam

• FINRA Series 6 Investment Company/Variable Products Limited Representative

• FINRA Securities Industry Essentials

• Life and health insurance licenses in CA, NV, OR, & MI

• Master of Science in Financial Planning (MSFP)

• Bachelor of Arts Biblical and Theological Studies & Pastoral Ministries

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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

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