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JW

Jonathan T. White

MEZZO
ATLANTA, GA 30309
Some features on this profile are disabled
CRD#: 4187152
JW

Professional summary

Jonathan Taylor White is a registered financial professional currently at MEZZO, INC. located in Atlanta, Georgia.

Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2000. Jonathan has worked at 3 firms and has passed the Series 63, SIE, Series 79 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jonathan Taylor 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 5, 2026 - Present

MEZZO, INC.

Office #1: 75 14th St., Ne, Suite 2800, Atlanta, GA 30309
BD
CRD#: 339200
ATLANTA, GA
Past

April 3, 2018 - March 30, 2026

MAZZONE & ASSOCIATES, LLC

BD
CRD#: 144159
ATLANTA, GA
Past

August 2, 2000 - May 8, 2003

MESIROW FINANCIAL, INC.

BD
CRD#: 2764
CHICAGO, IL

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 2/5/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 4/3/2018
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 8/1/2000
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

MI
MEZZO, INC.
MAZZIO | MEZZO, INC. | MAZZIO, INC.

CRD#: 339200 / SEC#: , 8-71449

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
PREMIUM
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Contact information

Main Address
75 14th St., Ne, Suite 2800, Atlanta, GA 30309
Mailing Address
75 14th St., Ne, Suite 2800, Atlanta, GA 30309
Phone number
(404) 574-5745
Established
Georgia since 10/02/2025
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
MAZZONE, DOMINIC CHARLESCEO & CCO5342162
SANFORD, JOSEPH STUARTFINOP5361444

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.

Company Information

MEZZO, INC.

CRD#: 339200Atlanta, GA 30309

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