James E. White

FORTY TWO WEALTH LLC

MARIETTA, GA

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CRD#: 7489552

Professional summary

James E White Jr., CFP®, who also goes by James E White, is a registered financial advisor currently at FORTY TWO WEALTH LLC located in Marietta, Georgia.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. James has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James E White

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 James E White Jr.'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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

May 31, 2024 - Present

FORTY TWO WEALTH LLC

RIA

CRD#: 330850

MARIETTA, GA

Past

January 26, 2022 - March 11, 2024

WEAVER CAPITAL MANAGEMENT, LLC

RIA

CRD#: 135037

SUWANEE, GA

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

Georgia
(5/31/2024)

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

FORTY TWO WEALTH LLC

FORTY TWO WEALTH LLC | FORTYTWO WEALTH

CRD#: 330850 / SEC#:

Georgia

Registered Investment Advisory firm - (5/31/2024 Approved)

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Contact information

Main Address

Atlanta, GA

Mailing Address

Phone number

(404) 226-7472

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	46
AUM (Assets Under Management)	$ 32,000,000

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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Firm Stability Insights

James E. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James E White Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTY TWO WEALTH LLC

WEAVER CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

FORTY TWO WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FORTY TWO WEALTH LLC

TRUST BUT VERIFY

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