Unclaimed
Jared White is a financial advisor registered with Great Point Capital LLC in Chicago, Illinois. Jared has been in the industry since 2010 and holds the Series 7, 55, 57TO, and 63 securities licenses. He also holds the SIE exam. Jared is registered in Texas. Prior to joining Great Point Capital LLC, Jared worked with RGM Securities, LLC in Austin, Texas.
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.
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.
1
2
IL
11/06/2018 - Present
Great Point Capital LLC (CHICAGO IL)
TX
06/18/2015 - 11/28/2016
RGM SECURITIES, LLC (AUSTIN TX)
TX
09/09/2010 - 06/19/2015
GREAT POINT CAPITAL LLC (AUSTIN TX)
NY
04/16/2009 - 09/08/2010
GENESIS SECURITIES, LLC (NEW YORK NY)
TX
02/11/2008 - 04/14/2009
ASSENT LLC (AUSTIN TX)
BC
Issued 04/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 11/28/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
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