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Jeromy Austin White

Titleist Asset Management, LLC

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About Jeromy Austin White

Jeromy Austin White is a registered investment advisor representative with Titleist Asset Management, LLC. Jeromy has been in the industry since 2003 and has a Series 7, Series 66, and SIE license. Jeromy was previously a registered representative with Investment Professionals, Inc. and Ameriprise Financial Services, Inc. Jeromy is based in Webster, Texas and works with individual and corporate clients on financial planning, portfolio management, and pension consulting. Jeromy is also an Investment Adviser Representative with Titleist Asset Management, LLC.

Firm Information

Jeromy White is currently registered with Titleist Asset Management, LLC. Titleist Asset Management, LLC is an investment advisor registered with the SEC and located in San Antonio, TX. They manage over $1.97 billion in assets and specialize in financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. They have a strong focus on high-net-worth individuals and corporations, serving a total of 1592 clients.
Titleist Asset Management, LLC

777 E. SONTERRA BLVD., SUITE 330

SAN ANTONIO, TX 78258

$1.98B

Assets Under Management

Not reported

Total Clients

18

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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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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Jeromy White’s Registration & Firm History

TX

04/17/2023 - Present

Titleist Asset Management, LLC (WEBSTER TX)

TX

09/25/2009 - 07/26/2017

INVESTMENT PROFESSIONALS, INC. (WEBSTER TX)

TX

11/18/2003 - 09/29/2009

AMERIPRISE FINANCIAL SERVICES, INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 11/20/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeromy Austin White. Review regulatory record here.
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