Jason WhiteCRD Number: 5304946
Current Firm: Shelton Financial Group, Inc.
Jason White (CRD# 5304946) is an Investment Advisor Representative working at Shelton Financial Group, Inc. in Fort Wayne, IN and has over 7 years of experience in the finance industry.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
Monarch Capital Management Inc.
|Comprehensive Asset Management & Servicing, Inc.||Parsippany, NJ||May 2013 - Current||4|
|Shelton Financial Group, Inc.||Fort Wayne, IN||Jan 2007 - Current||10|
|Marklebank||Markle, IN||Feb 2001 - Jan 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2013|
|S65||NASAA Investment Advisors Law Examination||May 2010|
Total Assets Under Management219MILLIONS
Total Number of Accounts1,143ACCOUNTS
Average Account Value$191,559
- 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
- Educational seminars/workshops
FL, IN, LA, OH, TX