Jason White (CRD# 2867125) is an Investment Advisor Representative working at Rogan & Associates in Safety Harbor, FL and has over 26 years of experience in the finance industry. Jason White 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# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rogan & Associates, Inc. | Safety Harbor, FL | Jul 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2000 |
- FL
-
Total Assets Under Management586MILLIONS
-
Total Number of Accounts2,117ACCOUNTS
-
Average Account Value$276,878
- A percentage of assets under your management
- Hourly charges
- Commissions
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, IN, LA, MI, NC, NE, NH, NY, OH, SC, TN, TX, VA
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