Sonja J. White

FORTUNE WEALTH MANAGEMENT

DALLAS, TX 75206

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CRD#: 1492056

Professional summary

Sonja Jo White, who also goes by Sonja White Huebner, Sonja Jo White-huebner, is a registered financial advisor currently at FORTUNE WEALTH MANAGEMENT, LLC located in Dallas, Texas.

Sonja is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Sonja has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sonja White Huebner | Sonja Jo White-Huebner

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.

SELF-EMPLOYED, NON-INVESTMENT RELATED, 12222 MERIT DR #1050, DALLAS TX 75251, INDEPENDENT INSURANCE AGENT SINCE 03/1981, 1 HOUR PER MONTH, NO HOURS DURING TRADING HOURS, SELL LIFE, HEALTH AND DISABILITY INSURANCE. FORTUNE WEALTH MANAGEMENT, LLC. 07/01/11 - FULL TIME. SECURITIES RELATED. 40 HOURS PER WEEK. SEC REGISTERED INVESTMENT ADVISOR. FEE BASED. OWNER OPERATOR.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sonja Jo 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®

None

Experience

Current

July 13, 2011 - Present

FORTUNE WEALTH MANAGEMENT, LLC

Office #1: 5910 N. Central Expy Suite 1599, Dallas, TX 75206

RIA

CRD#: 157832

DALLAS, TX

Past

February 15, 2007 - October 5, 2017

SILVER OAK SECURITIES, INCORPORATED

CRD#: 46947

DALLAS, TX

Past

June 29, 2006 - February 13, 2007

UNITED SECURITIES ALLIANCE, INC.

CRD#: 36487

DALLAS, TX

Past

May 25, 1994 - August 26, 2011

FORTUNE FINANCIAL SERVICES, LLC

RIA

CRD#: 106112

DALLAS, TX

Past

November 9, 1987 - July 18, 2006

WALNUT STREET SECURITIES, INC.

CRD#: 15840

DALLAS, TX

Past

January 16, 1987 - November 9, 1987

HUCKIN FINANCIAL GROUP, INC.

CRD#: 8593

Past

May 19, 1986 - November 18, 1987

DELTA LIFE SECURITIES, INC.

CRD#: 16926

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".

FORTUNE WEALTH MANAGEMENT, LLC

CRD#: 157832 / SEC#: 801-72503

RIA

Registered Investment Advisory firm - (6/27/2011 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.

Highlighted states indicate IAR registrations

IAR

Texas
(7/13/2011)

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.

Exams

State Security Law Exam

Series 63

Date: 5/16/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/5/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/15/1986

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 9/14/1999

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 10/29/1996

General Securities Principal Examination

Current Firm

FORTUNE WEALTH MANAGEMENT, LLC

CRD#: 157832 / SEC#: 801-72503

RIA

Registered Investment Advisory firm - (6/27/2011 Approved)

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Contact information

Main Address

5910 N. Central Expy Suite 1599, Dallas, TX 75206

Mailing Address

Phone number

(972) 716-8002

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FWM ADV PART 2A MARCH 2024 (4/9/2025)

Regulatory assets under management

Total Number of Accounts	206
AUM (Assets Under Management)	$ 343,522,741

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.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Sonja J. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sonja Jo White's CRS (Customer Relationship Summary).

Certified licenses

Experience

SILVER OAK SECURITIES, INCORPORATED

UNITED SECURITIES ALLIANCE, INC.

FORTUNE FINANCIAL SERVICES, LLC

WALNUT STREET SECURITIES, INC.

HUCKIN FINANCIAL GROUP, INC.

DELTA LIFE SECURITIES, INC.

Primary Firm SEC Registration

FORTUNE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/16/1986

SIE

Date: 10/5/2017

Series 7

Date: 3/15/1986

Series 4

Date: 9/14/1999

Series 24

Date: 10/29/1996

Current Firm

FORTUNE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORTUNE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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