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Jason Theodore White

FAMILY INVESTMENT CENTER, INC.·SAINT JOSEPH, Missouri
Unclaimed Profile
3805 BECK ROAD, SAINT JOSEPH, MO 64506CRD# 2174367Firm CRD# 113799
01

About

Jason Theodore White is a registered financial advisor based in SAINT JOSEPH, Missouri, affiliated with FAMILY INVESTMENT CENTER, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FAMILY INVESTMENT CENTER, INC.
FAMILY INVESTMENT CENTER
AUM
$516M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at FAMILY INVESTMENT CENTER, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2174367
Firm CRD# 113799
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Theodore White offer?
Jason Theodore White specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAINT JOSEPH, Missouri for a consultation.
What are Jason Theodore White's credentials?
Jason Theodore White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Theodore White located?
Jason Theodore White is based in SAINT JOSEPH, Missouri, working with FAMILY INVESTMENT CENTER, INC.. Their office serves clients in the SAINT JOSEPH metropolitan area and surrounding communities.
How does Jason Theodore White charge for services?
Jason Theodore 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 FAMILY INVESTMENT CENTER, INC.?
FAMILY INVESTMENT CENTER, INC. has approximately 16 employees and manages $516M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SAINT JOSEPH
Thaddus "dan" S Danford — FAMILY INVESTMENT CENTER, INC.Jeannetta R. Danford — FAMILY INVESTMENT CENTER, INC.Janice Elaine Coder — FAMILY INVESTMENT CENTER, INC.Laura Eileen Holthaus — FAMILY INVESTMENT CENTER, INC.Richard Christopher Salmen — FAMILY INVESTMENT CENTER, INC.
Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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