Jade Potter

Jade joined Advantage Wealth Partners in 2026 and serves as a Client Service Administrator, supporting clients and the advisory team throughout the account service process. He brings financial services experience from Iowa, where he focused on Medicare supplement planning, and holds the Florida 2-15 Life, Health & Annuity license.

In his role, Jade works closely with Daniella and Alex to assist with client documentation, account servicing, and administrative processes. His attention to detail and responsive approach helps ensure client requests are handled efficiently and with care. He is committed to providing dependable support and creating a positive experience for every client.

In his free time, Jade enjoys spending time outdoors, relaxing at the beach, and following sports.