JW

Jonathan A. White

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CRD#: 4601411
JW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jonathan Andrew White was a registered financial advisor .

Jonathan is a previously registered financial advisor and started their career in finance in 2002. Jonathan had worked at 3 firms and has passed the Series 65 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.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

December 9, 2015 - December 28, 2015

SOUTHLAND ADVISORS, LLC

RIA
CRD#: 132241
PALM BEACH GARDENS, FL
Past

March 5, 2004 - December 31, 2008

BEACON HILL FINANCIAL

RIA
CRD#: 125516
ALTAMONTE SPRINGS, FL
Past

November 13, 2002 - November 28, 2003

CITCO MUTUAL FUND DISTRIBUTORS, INC.

BD
CRD#: 41920
MALVERN, PA

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
General Industry/Product Exam

Current Firm


SA
SOUTHLAND ADVISORS, LLC
SOUTHLAND ADVISORS, LLC | WOODS, WILLIAM M

CRD#: 132241 / SEC#:

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Contact information


Main Address
2401 Pga Boulevard, Suite 196, Palm Beach Gardens, FL 33410
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

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


SOUTHLAND ADVISORS, LLC

CRD#: 132241

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