Jonathan White (CRD# 6635378) is an Investment Advisor Representative working at Pearson Investment Management, LLC in Sandy Springs, GA and has over 8 years of experience in the finance industry.
CRD# 1098695
Hc Advisors LLC
CRD# 2441171
Charles Schwab & Company, Inc.
CRD# 5526495
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pearson Investment Management, LLC | Sandy Springs, GA | Nov 2015 - Current | 8 |
| Aonhewitt | Sandy Springs, GA | Aug 2015 - Current | 8 |
| Aonhewitt | Sandy Springs, GA | Jan 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- AL
- GA
-
Total Assets Under Management11MILLIONS
-
Total Number of Accounts34ACCOUNTS
-
Average Account Value$323,529
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, GA
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