Jon WhitedCRD 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.
American Independent Securities Group, LLC
Libra Wealth LLC
|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|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- 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)
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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