Jason C. White

DYNAMIC LEGACY PLANNING

Greenfield, IN 46140

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CRD#: 2766121

Professional summary

Jason Christopher White, CPWA® is a registered financial advisor currently at DYNAMIC LEGACY PLANNING located in Greenfield, Indiana.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jason has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Dickmann Reason Bogigian & White; Greenfield, IN; Non-investment Related; Owner/Attorney; Provide estate planning and elder law services; Approximately 80 hours per month spent on this activity; Started 02/2015.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Christopher White's 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®

CPWA^®

Certified Private Wealth Advisor

Start date: 2011-08-19

Expire date: 2023-07-31

Experience

Current

October 25, 2022 - Present

DYNAMIC LEGACY PLANNING

Office #1: 17 N Pennsylvania St, Greenfield, IN 46140

RIA

CRD#: 323407

Greenfield, IN

Past

July 6, 2021 - December 22, 2022

CWM, LLC

RIA

CRD#: 155344

Greenfield, IN

Past

March 23, 2021 - September 30, 2021

GENUINE WEALTH MANAGEMENT

RIA

CRD#: 175003

GREENFIELD, IN

Past

February 8, 2007 - March 24, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

INDIANAPOLIS, IN

Past

February 5, 2007 - March 24, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

INDIANAPOLIS, IN

Past

April 18, 2000 - November 29, 2006

EDWARD JONES

CRD#: 250

GREENFIELD, IN

Past

August 9, 1996 - September 9, 1996

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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

Indiana
(10/25/2022)

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

IAR

Series 65

Date: 3/1/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/19/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/17/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/8/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

DYNAMIC LEGACY PLANNING

DYNAMIC LEGACY PLANNING | DYNAMIC LEGACY PLANNING LLC

CRD#: 323407 / SEC#:

Indiana

Registered Investment Advisory firm - (10/21/2022 Approved)

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Contact information

Main Address

17 N Pennsylvania St, Greenfield, IN 46140

Mailing Address

Phone number

(317) 477-7283

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	359
AUM (Assets Under Management)	$ 74,398,407

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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Jason C. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Christopher White's CRS (Customer Relationship Summary).

Certified licenses

Experience

CWM, LLC

GENUINE WEALTH MANAGEMENT

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EDWARD JONES

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/1/2021

Series 63

Date: 4/19/2000

Series 7

Date: 4/17/2000

Series 6

Date: 8/8/1996

Current Firm

DYNAMIC LEGACY PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DYNAMIC LEGACY PLANNING

TRUST BUT VERIFY

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