Jacob Potter
SFC Financial · St. Louis, Missouri
Jacob Potter is a fee-only financial advisor at SFC Financial in St. Louis, Missouri. Jacob focuses on small business owners. SFC Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
Facts
| Firm | SFC Financial |
|---|---|
| Based in | St. Louis, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $208.3M across 251 accounts |
| SEC registration | Investment adviser representative in MO · CRD 6850874 |
| Exams passed | Series 65 (2021) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.sfcfin.com |
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Questions about Jacob
Is Jacob Potter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and SFC Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacob charge for financial advice?
Jacob's firm, SFC Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jacob Potter based?
Jacob Potter is based in St. Louis, Missouri.
What does Jacob specialize in?
Jacob's specialties include small business owners. Jacob works with founders, executives and ultra high net worth.
Is Jacob Potter registered with the SEC?
Yes. Jacob Potter is registered as an investment adviser representative in MO (CRD 6850874), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does SFC Financial manage?
SFC Financial reports $208.3M across 251 accounts in assets under management.
How do I contact Jacob Potter?
Through Jacob's website, www.sfcfin.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SFC Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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