Jermetria N. White

BROOKSTONE FINANCIAL

Jeffersonville, IN 47130

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CRD#: 7414547

Professional summary

Jermetria Nichelle White, who also goes by Jermetria Nichelle Robey, Jermetria Robey, is a registered financial advisor currently at BROOKSTONE FINANCIAL located in Jeffersonville, Indiana.

Jermetria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jermetria has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jermetria Nichelle Robey | Jermetria Robey

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.

(1) BROOKSTONE FINANCIAL; INV-RELATED; INSURANCE AGENT; INSURANCE SALES AND SERVICES; JEFFERSONVILLE, IN; START 03/2019; APPROX 100 HRS PER MONTH SPENT IN THIS PRACTICE. (2) PAT'S BUZY BEES PROPERTIES, LLC; NON-INV-RELATED; PARTNER; REAL ESTATE INVESTING-RESIDENTIAL; START 06/2020; APPROX 5-10 HOURS PER WEEK; 10% OF TIME. (3) 62 SALES; NON-INV-RELATED; FINANCE MANAGER/RENTALS; RV DEALERSHIP; START 07/2023; APPROX 5-10 HOURS PER WEEK; 5-10% OF TIME.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jermetria Nichelle 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®

None

Experience

Current

August 3, 2021 - Present

BROOKSTONE FINANCIAL

Office #1: 2213 Allison Lane, Jeffersonville, IN 47130

RIA

CRD#: 168185

Jeffersonville, IN

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

Indiana
(8/3/2021)

IAR

Kentucky
(8/3/2021)

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

State Security Law Exam

IAR

Series 65

Date: 6/29/2021

Uniform Investment Adviser Law Examination

Current Firm

BROOKSTONE FINANCIAL

BROOKSTONE FINANCIAL | PMB WEALTH MANAGEMENT | PMB CAPITAL MANAGEMENT, LLC

CRD#: 168185 / SEC#:

Florida

Registered Investment Advisory firm - (10/29/2020 Terminated)

Indiana

Registered Investment Advisory firm - (10/4/2013 Approved)

Kentucky

Registered Investment Advisory firm - (12/11/2013 Approved)

Louisiana

Registered Investment Advisory firm - (11/6/2013 Approved)

Tennessee

Registered Investment Advisory firm - (2/28/2022 Terminated)

Texas

Registered Investment Advisory firm - (10/20/2021 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

2213 Allison Lane, Jeffersonville, IN 47130

Mailing Address

Phone number

(812) 288-9000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	607
AUM (Assets Under Management)	$ 76,900,000

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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Jermetria N. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jermetria Nichelle White's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROOKSTONE FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 6/29/2021

Current Firm

BROOKSTONE FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BROOKSTONE FINANCIAL

TRUST BUT VERIFY

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