Potter, a wholesaler retirement specialist, will be responsible for developing Guardian Retirement Solutions’ sales of funding vehicles to qualified plans in Utah, Colorado, Montana, Northern Nevada and Idaho.
Guardian Retirement Solutions has expanded its 401(k) sales force by 40% this year, Potter’s addition brings the company’s total number of wholesalers to 17.
“Jasonn is a highly respected professional with a proven track record of success,” said Jason Frain, vice president of 401(k) product management and development at Guardian Retirement Solutions. “He is a perfect example of how Guardian’s retirement sales team is growing with the addition of experienced professionals to handle the increasing demand in the small-plan market.”
Potter comes to Guardian from The Standard, where he was a regional pension consultant for more than five years. He previously served as a financial adviser with American Express Financial Advisors. A graduate of University of Oregon with a BS in Business Administration, he has earned his Series 7, 63, 65 and Life and Health Insurance Licenses.