Jeromy Austin White

Titleist Asset Management, LLC

22 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment Management

Titleist Asset Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

37 advisors

Number of Clients

1,875 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$2.1B

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

711 W. Bay Area Blvd., Suite 140, Webster, TX, 77598

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History

Regulatory History (1)

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Customer Dispute

May 2023

Denied

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Other Business Activities

Jeromy is a registered representative with Titleist Capital, LLC since 2017 and an investment adviser representative with Titleist Asset Management, LLC since 2023. He operates under the business name Blum and White Wealth Management, LLC.

Employment History

Current Registrations

Titleist Asset Management, LLC

April 2023 - Present · 2 yrs 10 mos

Titleist Capital, LLCBroker

July 2017 - Present · 8 yrs 7 mos

Previous Registrations

Titleist Capital, LLC

July 2017 - August 2023 · 6 yrs 1 mo

Investment Professionals, INC.

September 2009 - July 2017 · 7 yrs 10 mos

Investment Professionals, INC.Broker

September 2009 - July 2017 · 7 yrs 10 mos

Ameriprise Financial Services, INC.

November 2003 - September 2009 · 5 yrs 10 mos

Ameriprise Financial Services, INC.Broker

November 2003 - September 2009 · 5 yrs 10 mos

State Registrations2 states

FLTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.