Teresa J. White

MONEY MANAGERS

SAN ANTONIO, TX 78248

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CRD#: 1321876

Professional summary

Teresa Jensen White, CFP®, who also goes by Teresa Elaine Jensen, Teresa Jensen White, Teresa Jensenwhite, Teresa Elaine Lapsley, Teresa Jensen Lapsley, is a registered financial advisor currently at MONEY MANAGERS INC located in San Antonio, Texas and LPL FINANCIAL LLC located in San Antonio, Texas.

Teresa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Teresa has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Teresa Elaine Jensen | Teresa Jensen White | Teresa Jensenwhite | Teresa Elaine Lapsley | Teresa Jensen Lapsley

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 07/2025 - (Hybrid) Money Managers Inc - Registered Investment Advisor Hybrid - San Antonio, TX - INV REL - Start Date 05/15/1981 - 20hrs/mth | 20hrs during trading 2. 07/2025 - TRJ Partners LLC - Real Estate Rental - San Antonio, TX - INV REL - Start Date 12/07/2023 - 1hrs/mth | 1hrs during trading 3. 07/2025 - Teresa Jensen White Insurance - Non-Variable Insurance - San Antonio, TX - NOT INV REL - Start Date 05/11/1977 - 24hrs/mth | 24hrs during trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Teresa Jensen White's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1985

Experience

Current

February 4, 2009 - Present

MONEY MANAGERS INC

Office #1: 15303 Huebner Rd. Bldg. 10, San Antonio, TX 78248

RIA

CRD#: 104529

SAN ANTONIO, TX

Current

July 10, 2025 - Present

LPL FINANCIAL LLC

Office #1: 15303 Huebner Rd Bldg. 10, San Antonio, TX 78248

RIA

CRD#: 6413

San Antonio, TX

Past

September 29, 2008 - May 30, 2025

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

San Antonio, TX

Past

September 12, 2008 - July 10, 2025

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

San Antonio, TX

Past

January 1, 2006 - December 31, 2008

MONEY MANAGERS INC

RIA

CRD#: 104529

SAN ANTONIO, TX

Past

April 16, 2001 - September 18, 2008

MUTUAL SERVICE CORPORATION

CRD#: 4806

SAN ANTONIO, TX

Past

April 4, 1995 - May 2, 2001

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

April 2, 1992 - April 13, 1995

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

December 19, 1989 - June 16, 1992

DERAND/PENNINGTON/BASS, INC.

CRD#: 4679

Past

November 19, 1985 - December 20, 1989

KNIBBE FINANCIAL GROUP, INC.

CRD#: 14436

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MONEY MANAGERS INC

MONEY MANAGERS INC | MONEY MANAGERS, INC

CRD#: 104529 / SEC#: 801-134024

RIA

Registered Investment Advisory firm - (7/28/2025 Approved)

Louisiana

Registered Investment Advisory firm - (3/26/2018 Approved)

Texas

Registered Investment Advisory firm - (6/14/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(7/10/2025)

California
(7/10/2025)

Colorado
(7/10/2025)

Idaho
(7/10/2025)

Missouri
(7/10/2025)

Oklahoma
(7/10/2025)

South Carolina
(7/10/2025)

Tennessee
(7/10/2025)

IAR

Texas
(2/4/2009)

Texas
(7/10/2025)

Washington
(7/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/1/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/24/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/16/1985

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/7/1995

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

MONEY MANAGERS INC

MONEY MANAGERS INC | MONEY MANAGERS, INC

CRD#: 104529 / SEC#: 801-134024

RIA

Registered Investment Advisory firm - (7/28/2025 Approved)

Louisiana

Registered Investment Advisory firm - (3/26/2018 Approved)

Texas

Registered Investment Advisory firm - (6/14/2012 Approved)

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Contact information

Main Address

15303 Huebner Rd. Bldg. 10, San Antonio, TX 78248

Mailing Address

Phone number

(210) 349-9494

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MMI WRAP FEE BROCHURE - APPENDIX 1 (6/27/2025)

MMI FORM ADV PART 2A (6/27/2025)

Regulatory assets under management

Total Number of Accounts	349
AUM (Assets Under Management)	$ 123,168,397

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Teresa J. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Teresa Jensen White's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

MONEY MANAGERS INC

MUTUAL SERVICE CORPORATION

SUNAMERICA SECURITIES, INC.

IFG NETWORK SECURITIES, INC.

DERAND/PENNINGTON/BASS, INC.

KNIBBE FINANCIAL GROUP, INC.

Primary Firm SEC Registration

MONEY MANAGERS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/1/1998

Series 63

Date: 2/24/1986

SIE

Date: 10/1/2018

Series 7

Date: 11/16/1985

Series 24

Date: 7/7/1995

FINRA

Current Firm

MONEY MANAGERS INC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MONEY MANAGERS INC

TRUST BUT VERIFY

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