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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmy? Claim Your ProfileJimmy Dwayne White is a registered investment advisor representative with Calton & Associates, Inc., a firm with over 375 registered representatives and 221 investment advisory functions. Jimmy Dwayne White is a seasoned financial professional with over 24 years of experience in the industry. Jimmy Dwayne White provides comprehensive financial planning services for individuals and businesses.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MS
07/13/2004 - Present
Calton & Associates, Inc. (JACKSON MS)
MS
07/05/2000 - 11/15/2001
TRUSTMARK FINANCIAL SERVICES, INC. (JACKSON MS)
FL
10/29/1998 - 07/05/2000
CALTON & ASSOCIATES, INC. (TAMPA FL)
IA
Issued 06/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2001
Series 4 - Registered Options Principal Examination
BC
Issued 04/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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