Jonathan D. White
Professional summary
Jonathan David White, CFP®, who also goes by J D. White, Jd D. White, Jonathan David White, is a registered financial advisor currently at WHITE HAWK WEALTH MANAGEMENT located in Broomfield, Colorado.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jonathan has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan David White's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2020
Experience
May 14, 2026 - Present
WHITE HAWK WEALTH MANAGEMENT
Office #1: 340 E. 1st Avenue, Suite 310, Broomfield, CO 80020February 23, 2017 - June 22, 2026
WESTERN WEALTH MANAGEMENT LLC
February 22, 2017 - February 22, 2017
LPL FINANCIAL LLC
February 22, 2017 - May 29, 2026
LPL FINANCIAL LLC
May 23, 2011 - February 22, 2017
EDWARD JONES
February 28, 2011 - February 22, 2017
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/14/2026)
(5/14/2026)
Exams
Current Firm
WHITE HAWK WEALTH MANAGEMENT
CRD#: 341034 / SEC#: 801-136022
Contact information
SEC notice filing (2 States and Territories)
Documents
Red Flags
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Company Information
WHITE HAWK WEALTH MANAGEMENT
CRD#: 341034Broomfield, CO 80020TRUST BUT VERIFY
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