Jason White (CRD# 2766121) is an Investment Advisor Representative working at Dynamic Legacy Planning in Greenfield, IN and has over 24 years of experience in the finance industry.
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6394717
Sanctuary Advisors, LLC
CRD# 1660255
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dynamic Legacy Planning | Greenfield, IN | Jul 2021 - Current | 2 |
| Cwm, Llc Dba Dynamic Legacy Planning | Omaha, NE | Jul 2021 - Current | 2 |
| Genuine Wealth Management LLC | Greenfield, IN | Mar 2021 - Current | 3 |
| Dickmann Reason Bogigian & White | Greenfield, IN | Feb 2015 - Current | 9 |
| Greenfield Banking Company | Greenfield, IN | Mar 2009 - Mar 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2000 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- IN
-
Total Assets Under Management67MILLIONS
-
Total Number of Accounts345ACCOUNTS
-
Average Account Value$193,612
- 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
IN
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