Jon Whited (CRD# 3016054) is an Investment Advisor Representative working at Edward Jones in Eagle, ID and has over 23 years of experience in the finance industry. Jon Whited has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
CRD# 5263358
Libra Wealth LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Aug 2021 - Current | 2 |
| Jon Whited Insurance Agency | Modesto, CA | May 2010 - Current | 13 |
| State Farm Vp Management Corp. | Modesto, CA | May 2010 - Current | 13 |
| 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 |
- ID
- TX
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
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- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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