Jason White is a CFP-designated registered investment advisor, based in Safety Harbor, FL, with 28 years of industry experience.
Location
200 9th Avenue North, Suite 100, Safety Harbor, FL, 34695
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jason works full-time as a Certified Financial Planner at Rogan & Associates, RIA. He also serves as a non-public arbitrator for FINRA, dedicating minimal time to this role.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
May 2025 - Present · 11 mos
Rogan & Associates
August 2003 - Present · 22 yrs 8 mos
Previous Registrations
Rogan & Associates, INC.Broker
July 2003 - June 2025 · 21 yrs 11 mos
Invest Financial Corporation
December 2002 - July 2003 · 7 mos
Invest Financial CorporationBroker
November 2002 - July 2003 · 8 mos
Futureshare Financial LLCBroker
June 2002 - November 2002 · 5 mos
Rogan, Rosenberg & Associates, INC.Broker
March 2002 - June 2002 · 3 mos
Amsouth Investment Services, INC.Broker
February 1999 - December 2001 · 2 yrs 10 mos
American Express Financial Advisors INC.Broker
May 1997 - December 1998 · 1 yr 7 mos
Ids Life Insurance CompanyBroker
May 1997 - December 1998 · 1 yr 7 mos
State Registrations3 states
FLINNC
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.