Jonathan Taylor White
Professional Summary
Jonathan Taylor White is a registered financial advisor 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
MAZZIO | MEZZO, INC. | MAZZIO, INC.
Contact Information
Main Address
75 14th St., Ne, Suite 2800, Atlanta, GA 30309Mailing Address
75 14th St., Ne, Suite 2800, Atlanta, GA 30309Phone Number
(404) 574-5745Established
Georgia since 10/02/2025Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallDocuments
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Apr 2018About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jonathan Taylor White's CRS (Customer Relationship Summary).
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