Unclaimed Profile

Jeff Thomas White

CCM NEW OPPORTUNITIES, LLC·MERRIAM, Kansas

Series 50, Series 54, Series 65Clean record11 years registeredCCM NEW OPPORTUNITIES, LLC

6700 ANTIOCH, MERRIAM, KS 66204CRD# 6164883Firm CRD# 301887

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeff Thomas White · MERRIAM, KS

Registration

CRD #6164883 · CCM NEW OPPORTUNITIES, LLC · 11 years registered

Brand Profile

Not yet started

Career History

CCM NEW OPPORTUNITIES, LLC

May 2019 – present

COLUMBIA CAPITAL MANAGEMENT, LLC

Mar 2015 – present

Registrations & Exams

FINRA examinations passed

Series 50

Series 54

Series 65

Registration record

First registered · March 27, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CCM NEW OPPORTUNITIES, LLC

CRD 301887 · SEC 801-115271

AUM

$1M

Regulatory assets under management

Employees

2 client accounts

Services offered by CCM NEW OPPORTUNITIES, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at CCM NEW OPPORTUNITIES, LLC →

Introduction

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Frequently Asked Questions

What services does Jeff Thomas White offer?

Jeff Thomas White specializes in Retirement Planning. Contact their office in MERRIAM, Kansas for a consultation.

What are Jeff Thomas White's credentials?

Jeff Thomas White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeff Thomas White located?

Jeff Thomas White is based in MERRIAM, Kansas, working with CCM NEW OPPORTUNITIES, LLC. Their office serves clients in the MERRIAM metropolitan area and surrounding communities.

How does Jeff Thomas White charge for services?

Jeff Thomas White's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CCM NEW OPPORTUNITIES, LLC?

CCM NEW OPPORTUNITIES, LLC has approximately 3 employees and manages $1M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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