Jason White is a registered investment advisor, based in Austin, TX, with 10 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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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.
Learn about disclosures →Employment History
Current Registrations
Kestra Investment Services, LLC
May 2018 - Present · 8 yrs 2 mos
Kestra Advisory Services, LLC
May 2018 - Present · 8 yrs 2 mos
Kestra Investment Services, LLCBroker
May 2018 - Present · 8 yrs 2 mos
Previous Registrations
National Alliance Securities, LLCBroker
January 2018 - March 2018 · 2 mos
Charles Schwab & CO., INC.
September 2015 - January 2018 · 2 yrs 4 mos
Charles Schwab & CO., INC.Broker
May 2015 - January 2018 · 2 yrs 8 mos
State Registrations1 state
TX
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.