Jh White Financial Services LLC
Jh White Financial Services LLC (CRD# 127780) is a financial advisory firm headquartered in , . They manage $22,500,000 in 140 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management23MILLION
Total Number of Accounts140ACCOUNTS
Average Account Value$160,714
- 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
- Publication of periodicals or newsletters
George Bentley (CRD# 2276562) is an Investment Advisor Representative working at Jh White Financial Services LLC in Pottstown, PA and has over 25 years of experience in the finance industry. George Bentley 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.
James White (CRD# 4746803) is an Investment Advisor Representative working at Jh White Financial Services LLC in Pottstown, PA and has over 14 years of experience in the finance industry.