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Jason White

Missionsquare Retirement
22 Years of Experience
Plymouth, MA
1 DisclosureBroker
View SEC Summary
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Jason White is a registered investment advisor at Missionsquare Retirement, based in Plymouth, MA, with 22 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 40,527 clients with $6.3B in assets under management.

Missionsquare Retirement
Compensation
Fee-Only (% of Portfolio)
Firm Size
131 advisors
Number of Clients
40,527 clients
Average Client Portfolio
$156K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $300K0.40%
$300K - $500K0.30%
$500K+0.20%

Fees may be waived or discounted by agreement between the firm and your plan sponsor. Legacy clients may pay lower fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Plymouth, MA

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History

Regulatory History (1)
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Criminal
February 2004
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Missionsquare Retirement
June 2025 - Present · 1 yr 4 mos
Missionsquare Wealth Management
April 2025 - Present · 1 yr 6 mos
Missionsquare Wealth ManagementBroker
April 2025 - Present · 1 yr 6 mos
Previous Registrations
Voya Financial Partners, LLCBroker
September 2016 - March 2025 · 8 yrs 6 mos
Voya Retirement Advisors, LLC
January 2005 - March 2025 · 20 yrs 2 mos
Voya Retirement Advisors, LLCBroker
April 2004 - September 2016 · 12 yrs 5 mos
State Registrations1 state
MA
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.
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