Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Dean White is a financial advisor with over 25 years of experience in the industry. Jason currently works at Rogan & Associates, Inc. in SAFETY HARBOR, FL and has held past positions at several other firms. Jason has a variety of licenses and designations, including Series 7, 63, 66, 24, 99TO and SIE and is a Certified Financial Planner. Jason specializes in providing financial advice to individuals and families and has experience working with both high-net-worth individuals and those with more modest assets. Jason is committed to helping clients reach their financial goals and has a strong reputation for providing personalized service.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
% of assets under another ria's management
1
2
FL
08/15/2003 - Present
Rogan & Associates, Inc. (SAFETY HARBOR FL)
WI
11/26/2002 - 07/08/2003
INVEST FINANCIAL CORPORATION (APPLETON WI)
NJ
06/10/2002 - 11/29/2002
FUTURESHARE FINANCIAL LLC (JERSEY CITY NJ)
FL
03/27/2002 - 06/27/2002
ROGAN, ROSENBERG & ASSOCIATES, INC. (SAFETY HARBOR FL)
AL
02/24/1999 - 12/18/2001
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
MN
05/29/1997 - 12/31/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/29/1997 - 12/31/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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