Jason WhiteCRD Number: 5304946
Current Firm: Usa Financial Securities Corporation
Jason White (CRD# 5304946) is an Investment Advisor Representative working at Usa Financial Securities Corporation 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.
|Usa Financial Securities Corporation||Ada, MI||Jan 2018 - Current||< 1|
|Shelton Financial Group, Inc.||Fort Wayne, IN||Jan 2007 - Current||11|
|Comprehensive Asset Management & Servicing, Inc.||Parsippany, NJ||May 2013 - Jan 2018||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2013|
|S65||NASAA Investment Advisors Law Examination||May 2010|
Total Assets Under Management262MILLIONS
Total Number of Accounts1,924ACCOUNTS
Average Account Value$136,313
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV