Jason Potts in

Jason Potts

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President/CEO at Lifetime Companies
📍 Rockwall, Texas, United States

Jason Potts is the founder, President, and CEO of Lifetime Companies, where he directs a suite of integrated financial services firms. He holds an MBA from Southern Methodist University and has earned multiple accolades, including the Texas Monthly Five Star Wealth Manager award. His expertise lies in advising high-net-worth families and entrepreneurs on comprehensive financial matters.

Jason has a notable history of community involvement, having received the "Service Above Self Award" and been named "Rotarian of the Year" by the Rockwall Rotary Club. This demonstrates a strong commitment to civic engagement alongside his professional endeavors.

He is an experienced entrepreneur who, prior to his career in financial services, successfully started, owned, and sold a number of businesses.

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Experience
21 Years
Current Role
President/CEO
Job Level
Leadership
Location
Rockwall, Texas, United States
Personality Overview

How Jason shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jason cares about

Integrated Wealth Management
He founded and leads Lifetime's wealth, tax, and insurance firms to provide a "one-stop-shop" for the complex financial needs of high-net-worth clients.
Entrepreneurship
He has significant entrepreneurial experience, having started, owned, and sold several businesses before entering the financial services industry.
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Career

Work history

2007
President/CEO
Lifetime Companies
2007
Owner, President, CEO
Lifetime Wealth Management, P.C.
2008
Owner, President, CEO
Lifetime Tax Advisors, Inc.
2008
Owner, President, CEO
Lifetime Insurance Services, Inc.
2004 - 2007
Financial Advisor / Vice President
Private Bank
In the press

Media appearances

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Education
2003 - 2005
Master of Business Administration (MBA)
Southern Methodist University
1997 - 2000
Bachelor of Business Administration (BBA)
University of North Texas
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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