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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $160,714
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Jh White Financial Services LLC
Showing 1 - 2 of 2 top financial advisors.
1
George C. Bentley
CRD#: 2276562
Pottstown, PA
96
Wealthminder
score

George Bentley (CRD# 2276562) is an Investment Advisor Representative working at Jh White Financial Services LLC in Pottstown, PA and has over 24 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.

2
James White
CRD#: 4746803
Pottstown, PA
93
Wealthminder
score

James White (CRD# 4746803) is an Investment Advisor Representative working at Jh White Financial Services LLC in Pottstown, PA and has over 13 years of experience in the finance industry.

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