JW
JW

Jeffrey Alan White

25 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
317 clients
Average Client Portfolio
$299K average
Assets Under Management
$94.8M

Fee Structure

Financial Planning:Investment management only
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Location

11460 Tomahawk Creek Parkway, Suite 320, Leawood, KS, 66211

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History

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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Other Business ActivitiesSells Insurance

Jeffrey is an independent insurance agent and owner of Quantum Holdings, LLC, which has a partial passive ownership in a property and casualty insurance agency. He also has ownership stakes in a food-related franchise, a real estate investment, a staffing company, and a real estate company.

Employment History
Current Registrations
Quantum Financial Partners LLC
April 2006 - Present · 19 yrs 10 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
March 2005 - April 2006 · 1 yr 1 mo
Cambridge Investment Reserarch, INC.
October 2003 - March 2005 · 1 yr 5 mos
Prudential Financial Planning Services
August 2000 - October 2003 · 3 yrs 2 mos
State Registrations4 states
KSMONETX
Advisor
Exams
No exam information available for this advisor.