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Jeffrey Alan White

Quantum Financial Partners LLC

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About Jeffrey Alan White

Jeffrey Alan White is an Investment Advisor Representative at Quantum Financial Partners LLC, a firm with offices in Leawood, KS. Jeffrey Alan White is licensed in Kansas, Missouri, Nebraska, and Texas. Jeffrey Alan White has been in the financial services industry since 1999 and has worked for several other firms before joining Quantum Financial Partners LLC. Jeffrey Alan White specializes in portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Jeffrey White is currently registered with Quantum Financial Partners LLC. Quantum Financial Partners LLC is an investment advisor with approximately $94.83 million in regulatory assets under management. The firm provides portfolio management services for individuals, businesses, and pooled investment vehicles. They also offer selection of other advisers services. Quantum Financial Partners LLC has 425 total accounts, including 42 high-net-worth individuals, 274 individuals other than high-net-worth, 1 pooled investment vehicle, and 1 charitable organization.

$94.83M

Assets Under Management

Not reported

Total Clients

5

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jeffrey White’s Registration & Firm History

KS

12/20/2021 - Present

Quantum Financial Partners LLC (LEAWOOD KS)

KS

04/04/2006 - 10/13/2006

BROOKSTONE SECURITIES, INC. (OVERLAND PARK KS)

KS

10/02/2003 - 04/07/2006

CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)

NJ

05/12/2000 - 10/30/2003

PRUCO SECURITIES CORPORATION (NEWARK NJ)

MA

04/07/2000 - 05/24/2000

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

IA

06/30/1999 - 05/12/2000

EQUITRUST MARKETING SERVICES, LLC (WEST DES MOINES IA)

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Licenses & Designations

BOTH

Issued 07/07/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/21/2004

Series 24 - General Securities Principal Examination

BC

Issued 06/20/2000

Series 7 - General Securities Representative Examination

BC

Issued 06/29/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Alan White.
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