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Jacob Potts's
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Current Position:

Wealth Advisor at DiNuzzo Wealth Management

Experience:

11 years

Location:

New Brighton, Pennsylvania

How to contact Jacob Potts

Last updated:2025-08-17
emailj*****p@dinuzzo.com
phone+1-480-***-**87
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GitHub
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Analytics

According to LinkedIn Jacob Potts started working on 2014, then the employee has changed 1 company and 5 jobs. On average, Jacob Potts works for one company for 4 years 7 months. Jacob Potts has been working as a Wealth Advisor for DiNuzzo Wealth Management for 3318 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Wealth Advisor at DiNuzzo Wealth Management

Aug 2016 - Current

Portfolio Management at DiNuzzo Wealth Management

Jan 2017 - Current

Vice President Wealth Planning at DiNuzzo Wealth Management

May 2018 - Current

Associate Wealth Advisor at DiNuzzo Wealth Management

Jul 2016 - Jan 2017

Client Service Advisor at DiNuzzo Wealth Management

Apr 2015 - Jul 2016

Customer Service Representative at ESB Bank

May 2014 - Feb 2015

Education

Robert Morris University

Bachelor of Business Administration (B.B.A.) at Robert Morris University

Frequently Asked Questions

How long has Jacob Potts been working as a Wealth Advisor?

Jacob Potts's total experience in various companies as a Wealth Advisor 9 years 1 month.

What is Jacob Potts's minimum period of employment in the companies?

Jacob Potts's minimum period of employment in various companies is 6 months.

What is Jacob Potts's average duration of employment for different companies?

On average, Jacob Potts works for one company for 10 months

What industries has Jacob Potts worked in?

Jacob Potts works in the Financial Services.

What positions has Jacob Potts held before?

Previously, Jacob Potts worked as a Portfolio Management, and Vice President Wealth Planning, and Associate Wealth Advisor, and Client Service Advisor, and Customer Service Representative.

How do I contact Jacob Potts?

Jacob Potts's email address is j*****p@dinuzzo.com, phone number is +1-480-***-**87. Sign up to get contact details.

Who are Jacob Potts's peers at other companies?

Jacob Potts's peers at other companies are Richard Bernstein and Carla Black and Theresia Hofan
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Jacob Potts Namesakes

Name
Company
Position
J
Country Kidz Daycare
Teacher
J
Consultant - Population Health
J
Energy Efficiency Consultant

Other employees at DiNuzzo Wealth Management

Name
Company
Position
L
VP, Wealth Advisor & Wealth Planning Team Leader
M
EVP, Principal, Financial Wellness LifeCoach, Risk Management Team Leader
T
Executive Assistant to P. J. DiNuzzo
K
VP, Financial Wellness Life Coach, Tax Team Leader
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