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

Jordan (he/him/his) begun working in personal finance in 2019 after years serving in ministry and non-profits locally throughout Nevada and California. In 2020, Jordan went back to school to pursue his Master of Science in Financial Planning from California Lutheran University graduating in 2023. Jordan's focus is on personal long-term finances and early retirement planning.

Jordan is active in the Reno-Sparks community serving several local churches, as a trustee for the local Danish lodge, and connecting queer folks together nationwide especially around family planning.

When Jordan is not working or serving his community, he is with his wife and son fixing up their family home or cooking good food.

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

Copyright: © 2024 Thrivent. All rights reserved.