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Jonathan (no Middle Name) White

AXA ROSENBERG INVESTMENT MANAGEMENT LLC·ORINDA, California
Unclaimed Profile
4 ORINDA WAY, ORINDA, CA 94563CRD# 7242354Firm CRD# 109077
01

About

Jonathan (no Middle Name) White is a registered financial advisor based in ORINDA, California, affiliated with AXA ROSENBERG INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
AXA ROSENBERG INVESTMENT MANAGEMENT LLC
AXA ROSENBERG INVESTMENT MANAGEMENT LLC
AUM
$22.2B
Regulatory assets under management
Employees
83
Total firm employees
View all advisors at AXA ROSENBERG INVESTMENT MANAGEMENT LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7242354
Firm CRD# 109077
6 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan (no Middle Name) White offer?
Jonathan (no Middle Name) White specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in ORINDA, California for a consultation.
What are Jonathan (no Middle Name) White's credentials?
Jonathan (no Middle Name) White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan (no Middle Name) White located?
Jonathan (no Middle Name) White is based in ORINDA, California, working with AXA ROSENBERG INVESTMENT MANAGEMENT LLC. Their office serves clients in the ORINDA metropolitan area and surrounding communities.
How does Jonathan (no Middle Name) White charge for services?
Jonathan (no Middle Name) White's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AXA ROSENBERG INVESTMENT MANAGEMENT LLC?
AXA ROSENBERG INVESTMENT MANAGEMENT LLC has approximately 83 employees and manages $22.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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