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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan David White is a financial advisor with Western Wealth Management LLC, an independent investment advisor firm. Jonathan has been in the industry since February 2011 and is registered to offer investment advice in Colorado, Texas, Arizona, Massachusetts, Montana, New York, South Carolina, Washington and other states. Jonathan has a Series 66, Series 7, and SIE license and is also registered with FINRA. Jonathan specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting and educational seminars. Jonathan's firm, Western Wealth Management LLC, is based in Golden, Colorado.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
CO
02/23/2017 - Present
Western Wealth Management LLC (Broomfield CO)
CO
02/28/2011 - 02/22/2017
EDWARD JONES (SUPERIOR CO)
BOTH
Issued 03/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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