Jody L. White

FARROW FINANCIAL

Charlotte, VT

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CRD#: 5658862

Professional summary

Jody Lee White, CFP®, who also goes by Jody Lee Cutting, Jody Lee Davignon, Jody Lee Richards, is a registered financial advisor currently at FARROW FINANCIAL INC located in Charlotte, Vermont.

Jody is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jody has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jody Lee Cutting | Jody Lee Davignon | Jody Lee Richards

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.

Greystone Capital, LLC; Non Investment Related; 33 Sunset Hill Road, Randolph, VT 05060; Rental Real-Estate; Owner; Start Date: October 2016; # Hours/Month Devoted: 3; # Hours Devoted During Trading Hours: 0; Duties: Manage Rental Property.- Farm Developing, LLC; Non Investment Related; 22 North Main St., Randolph, VT 05060; Real Estate; Member/Owner; Start Date: 1/1/2018; # Hours/Month Devoted: 10; # Hours Devoted During Trading Hours: 5; Duties: Consulting.- Gifford Health Care; Investment Related; 44 S. Main St., Randolph, VT 05060; Start Date: 1/1/2015; # Hours/Month Devoted: 12; # Hours Devoted During Trading Hours: 4; Duties: Attending meetings, advising on financial matters, and working with the CFO.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jody Lee White's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

April 17, 2009 - Present

FARROW FINANCIAL INC

Office #2: 1 Kennedy Drive Suite U8, South Burlington, VT 05403

RIA

CRD#: 110526

Charlotte, VT

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".

FARROW FINANCIAL INC

CRD#: 110526 / SEC#: 801-15865

RIA

Registered Investment Advisory firm - (3/26/1981 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.

Highlighted states indicate IAR registrations

IAR

Vermont
(4/17/2009)

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

Current Firm

FARROW FINANCIAL INC

CRD#: 110526 / SEC#: 801-15865

RIA

Registered Investment Advisory firm - (3/26/1981 Approved)

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Contact information

Main Address

1 Kennedy Drive Suite U8, South Burlington, VT 05403

Mailing Address

Phone number

(802) 728-4287

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FARROW FINANCIAL, INC. BROCHURE JULY 2025 (7/9/2025)

Regulatory assets under management

Total Number of Accounts	544
AUM (Assets Under Management)	$ 242,091,764

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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Jody L. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jody Lee White's CRS (Customer Relationship Summary).

Certified licenses

Experience

FARROW FINANCIAL INC

Primary Firm SEC Registration

FARROW FINANCIAL INC

State Registrations and Notice Filings

Exams

Current Firm

FARROW FINANCIAL INC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARROW FINANCIAL INC

TRUST BUT VERIFY

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