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Jon Whited, financial advisor Eagle ID

Jon Whited

CRD Number: 3016054
Current Firm: Edward Jones

Jon Whited (CRD# 3016054) is an Investment Advisor Representative working at Edward Jones in Eagle, ID and has over 21 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Edward Jones St Louis, MO Aug 2021 - Current < 1
Jon Whited Insurance Agency Modesto, CA May 2010 - Current 12
State Farm Vp Management Corp. Modesto, CA May 2010 - Current 12
State Farm Investment Management Corp. Modesto, CA Aug 2018 - Aug 2021 3
State Farm Investment Management Corp. Modesto, CA May 2010 - Mar 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
Contact Info for Jon M. Whited
By the Numbers
  • Total Assets Under Management
    654,235
    MILLIONS
  • Total Number of Accounts
    4,299,176
    ACCOUNTS
  • Average Account Value
    $152,177
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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