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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Jason White is a financial advisor with Stifel, Nicolaus & Company, Inc. in Chapel Hill, NC. James Jason has over 20 years of experience in the financial services industry. James Jason holds Series 3, 7, 52TO, 55, 57TO, and 63 licenses. James Jason specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. James Jason has previously worked at Raymond James & Associates, Inc., Citigroup Global Markets Inc., and Goldman, Sachs & Co.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
05/08/2012 - Present
Stifel, Nicolaus & Company, Inc. (Chapel Hill NC)
NC
08/17/2009 - 05/09/2012
RAYMOND JAMES & ASSOCIATES, INC. (CHAPEL HILL NC)
NY
11/21/2006 - 09/04/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/07/2001 - 08/08/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 11/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/27/2006
Series 3 - National Commodity Futures Examination
BC
Issued 08/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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