JW
Jason E. White
KESTRA ADVISORY SERVICES
Fort Wayne, IN 46804
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CRD#: 5304946
JW
Professional summary
Jason E White is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Fort Wayne, Indiana and KESTRA INVESTMENT SERVICES, LLC located in Ft. Wayne, Indiana.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Jason has worked at 5 firms and has passed the Series 63, Series 65, SIE 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.
Name: KESTRA ADVISORY SERVICES POSITION: Registered Assistant NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/27/2023 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESCRIPTION: Registered Assistant Name: SHELTON FINANCIAL GROUP POSITION: Registered Assistant NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/27/2023 ADDRESS: 7635 W Jefferson Blvd, Fort Wayne IN 46804 DESCRIPTION: Registered Assistant Name: NORWELL HIGH SCHOOL SHOW CHOIR BAND POSITION: Piano Player NATURE: School INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/08/2022 ADDRESS: 1100 US-224, Ossian IN 46777 DESCRIPTION: Play piano for competitions, shows, and participate in rehearsals. Name: CHURCHES OF GOD GENERAL CONFERENCE BOARD OF PENSIONS POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2025 ADDRESS: 700 E Melrose Ave, Findlay OH 45840, United States DESCRIPTION: 2 board meeting per year to provide oversight to the Pension Administrator and discuss the business of the plan. All investment recommendations and advice are handled by a third party, Merrill Lynch.
CRS (Client Relationship Summary) - RIA
Click below to view Jason E 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®
NoneExperience
Current
November 27, 2023 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 7635 W Jefferson Blvd, Fort Wayne, IN 46804Office #2: 1102 N Jefferson, Ossian, IN 46777Office #3: 100 Frontage Rd, Huntington, IN 46750RIA
CRD#: 283330
Fort Wayne, IN
Current
November 27, 2023 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 7635 W. Jefferson Blvd, Ft. Wayne, IN 46804Office #2: 1102 N Jefferson, Ossian, IN 46777Office #3: 100 Frontage Rd, Huntington, IN 46750BD
CRD#: 42046
Ft. Wayne, IN
Past
January 17, 2018 - November 27, 2023
USA FINANCIAL SECURITIES LLC
RIA
CRD#: 103857
Fort Wayne, IN
Past
January 17, 2018 - November 27, 2023
USA FINANCIAL SECURITIES LLC
BD
CRD#: 103857
Fort Wayne, IN
Past
July 31, 2013 - January 26, 2018
APW CAPITAL, INC.
BD
CRD#: 43814
FORT WAYNE, IN
Past
May 10, 2010 - February 12, 2018
SHELTON FINANCIAL GROUP, INC.
RIA
CRD#: 123318
FORT WAYNE, IN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Indiana(11/27/2023)
IAR
Indiana(11/27/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
