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James Barker White

Tempus Wealth Planning, LLC

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About James Barker White

James Barker White is a financial advisor associated with Tempus Wealth Planning, LLC. James has been in the financial services industry for more than 15 years. James specializes in financial planning and portfolio management for individuals and businesses. James is a Certified Financial Planner.

Firm Information

James White is currently registered with Tempus Wealth Planning, LLC. Tempus Wealth Planning, LLC is an investment advisor based in Irvine, CA. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations. The firm has approximately $400.48 million in regulatory assets under management.
Tempus Wealth Planning, LLC

100 SPECTRUM CENTER DRIVE

IRVINE, CA 92618

$400.48M

Assets Under Management

4

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James White’s Registration & Firm History

CA

11/07/2016 - Present

Tempus Wealth Planning, LLC (IRVINE CA)

CA

11/07/2016 - 02/10/2017

MUTUAL SECURITIES, INC. (Irvine CA)

CA

05/29/2003 - 11/09/2016

AMERIPRISE FINANCIAL SERVICES, INC. (IRVINE CA)

MN

05/29/2003 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

GA

06/11/2001 - 12/31/2001

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BOTH

Issued 06/23/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/19/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/10/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/30/2003

Series 7 - General Securities Representative Examination

BC

Issued 06/08/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Barker White.
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