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JL

Jacob W. Little

JOHNSON & WHITE WEALTH MANAGEMENT LLC
York, PA 17402
Some features on this profile are disabled
CRD#: 7361107
JL

Professional summary

Jacob William Little, who also goes by Jacob Little, is a registered financial advisor currently at JOHNSON & WHITE WEALTH MANAGEMENT LLC located in York, Pennsylvania.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jacob has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jacob Little

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob William Little'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®
None

Experience

Current

October 11, 2025 - Present

JOHNSON & WHITE WEALTH MANAGEMENT LLC

Office #1: 224 St. Charles Way Suite 200, York, PA 17402
RIA
CRD#: 169795
York, PA

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".
J&
JOHNSON & WHITE WEALTH MANAGEMENT LLC
JOHNSON & WHITE WEALTH MANAGEMENT LLC | MORAY WEALTH MANAGEMENT, LLC

CRD#: 169795 / SEC#: 801-79746

RIA
Registered Investment Advisory firm - (5/23/2014 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
Pennsylvania
(10/11/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/10/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/17/2025
Securities Industry Essentials Examination

Current Firm

J&
JOHNSON & WHITE WEALTH MANAGEMENT LLC
JOHNSON & WHITE WEALTH MANAGEMENT LLC | MORAY WEALTH MANAGEMENT, LLC

CRD#: 169795 / SEC#: 801-79746

RIA
Registered Investment Advisory firm - (5/23/2014 Approved)
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Contact information

Main Address
224 St. Charles Way Suite 200, York, PA 17402
Mailing Address
Phone number
(717) 430-0001
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/18/2025)

Regulatory assets under management

Total Number of Accounts1,362
AUM (Assets Under Management)$ 411,928,943

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

JOHNSON & WHITE WEALTH MANAGEMENT LLC

CRD#: 169795York, PA 17402

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