Jeffrey A. White

QUANTUM FINANCIAL PARTNERS LLC

OVERLAND PARK, KS 66210

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CRD#: 3009708

Professional summary

Jeffrey Alan White, who also goes by Jeff White, is a registered financial advisor currently at QUANTUM FINANCIAL PARTNERS LLC located in Overland Park, Kansas.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeffrey has worked at 7 firms and has passed the Series 66, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff White

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) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2) OWNER OF QUANTUM HOLDINGS, LLC, AN OVERLAND PARK, KS BASED HOLDING COMPANY WHICH HAS BEEN A PARTIAL PASSIVE OWNER OF FC, LLC (D/B/A "AHI INSURANCE GROUP"), A NON-INVESTMENT RELATED PROPERTY AND CASUALTY INSURANCE AGENCY LOCATED IN OLATHE, KS, SINCE 2016. 3) LIMITED PARTNER OF GJL REAL ESTATE FLP, A NON-INVESTMENT RELATED REAL ESTATE INVESTMENT PARTNERSHIP LOCATED IN MANHATTAN, KS. ACTIVITY BEGAN IN 2012 AND REPRESENTS LESS THAN 1 HOURS PER MONTH OUTSIDE OF TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Alan 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®

None

Experience

Current

April 17, 2006 - Present

QUANTUM FINANCIAL PARTNERS LLC

Office #1: 8700 Indian Creek Parkway Suite 150, Overland Park, KS 66210

RIA

CRD#: 138112

OVERLAND PARK, KS

Past

April 4, 2006 - October 13, 2006

BROOKSTONE SECURITIES, INC.

CRD#: 13366

OVERLAND PARK, KS

Past

March 28, 2005 - April 7, 2006

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

FAIRFIELD, IA

Past

October 2, 2003 - March 28, 2005

CAMBRIDGE INVESTMENT RESEARCH, INC.

RIA

CRD#: 39543

OVERLAND PARK, KS

Past

October 2, 2003 - April 7, 2006

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

OVERLAND PARK, KS

Past

August 10, 2000 - October 30, 2003

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

OVERLAND PARK, KS

Past

May 12, 2000 - October 30, 2003

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

April 7, 2000 - May 24, 2000

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

June 30, 1999 - May 12, 2000

FBL MARKETING SERVICES, LLC

CRD#: 5309

WEST DES MOINES, IA

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

Kansas
(4/17/2006)

IAR

Missouri
(5/15/2006)

IAR

Nebraska
(3/25/2015)

IAR

Texas
(12/20/2021)

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 66

Date: 7/7/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 6/20/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/29/1999

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/21/2004

General Securities Principal Examination

Current Firm

QUANTUM FINANCIAL PARTNERS LLC

CRD#: 138112 / SEC#:

Iowa

Registered Investment Advisory firm - (1/3/2019 Approved)

Kansas

Registered Investment Advisory firm - (1/12/2006 Approved)

Missouri

Registered Investment Advisory firm - (1/18/2006 Approved)

Nebraska

Registered Investment Advisory firm - (3/25/2015 Approved)

Texas

Registered Investment Advisory firm - (3/12/2019 Approved)

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Contact information

Main Address

8700 Indian Creek Parkway Suite 150, Overland Park, KS 66210

Mailing Address

Phone number

(913) 538-5753

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	425
AUM (Assets Under Management)	$ 94,830,000

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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Firm Stability Insights

Jeffrey A. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Alan White's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROOKSTONE SECURITIES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

MML INVESTORS SERVICES, LLC

FBL MARKETING SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/7/2000

Series 7

Date: 6/20/2000

Series 6

Date: 6/29/1999

Series 24

Date: 1/21/2004

Current Firm

QUANTUM FINANCIAL PARTNERS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

QUANTUM FINANCIAL PARTNERS LLC

TRUST BUT VERIFY

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