Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan E. White is a financial advisor with Momentum Independent Network Inc. with over 39 years of experience in the financial industry. Jonathan is registered with FINRA as a registered representative, registered principal, and investment advisor representative. Jonathan has passed the Series 7, 9, 10, 24, 63, and 66 exams. He is also registered as an investment advisor representative in 17 states and the District of Columbia. Jonathan has worked for several firms during his career, including NTB Financial Corporation, National Securities Corporation, and J.P. Turner & Company. Jonathan specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. He offers a variety of financial planning services, including portfolio management, retirement planning, and estate planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
12b-1 fees
1
2
TX
02/11/2025 - Present
Momentum Independent Network Inc. (DALLAS TX)
CO
02/28/2019 - 12/31/2022
NTB FINANCIAL CORPORATION (HIGHLANDS RANCH CO)
FL
05/05/2016 - 02/27/2019
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
NY
09/26/2015 - 05/26/2016
ADIRONDACK TRADING GROUP LLC (NEW WOODSTOCK NY)
CO
09/30/2002 - 09/25/2015
J.P. TURNER & COMPANY, L.L.C. (FORT COLLINS CO)
CO
11/02/2001 - 09/30/2002
SCHNEIDER SECURITIES, INC. (DENVER CO)
MO
12/20/1993 - 11/28/2001
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
IA
06/29/1992 - 11/22/1993
DICKINSON & CO. (DES MOINES IA)
NA
03/14/1989 - 06/18/1992
J. W. GANT & ASSOCIATES, INC.
NA
01/16/1986 - 06/18/1992
J. W. GANT & ASSOCIATES, INC.
NA
06/15/1983 - 01/06/1986
SECO SECURITIES, INC.
NA
03/30/1983 - 06/13/1983
J. W. GANT & ASSOCIATES, INC.
NA
03/01/1983 - 05/16/1983
SECURITIES CLEARING OF COLORADO, INC
BOTH
Issued 01/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/02/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/24/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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