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Jason Sidney White

MAGNOLIA FINANCIAL PLANNING SERVICES, INC.·SENECA, South Carolina
Clean recordMAGNOLIA FINANCIAL PLANNING SERVICES, INC.
414 OLD CLEMSON HIGHWAY, SENECA, SC 29672CRD# 5460559Firm CRD# 135759

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Sidney White · SENECA, SC
Registration
CRD #5460559 · MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jason Sidney White is a registered financial advisor based in SENECA, South Carolina, affiliated with MAGNOLIA FINANCIAL PLANNING SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
AUM
$174M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MAGNOLIA FINANCIAL PLANNING SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 5460559
Firm CRD# 135759
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Sidney White offer?
Jason Sidney White specializes in Financial Planning, Investment Management. Contact their office in SENECA, South Carolina for a consultation.
What are Jason Sidney White's credentials?
Jason Sidney White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Sidney White located?
Jason Sidney White is based in SENECA, South Carolina, working with MAGNOLIA FINANCIAL PLANNING SERVICES, INC.. Their office serves clients in the SENECA metropolitan area and surrounding communities.
How does Jason Sidney White charge for services?
Jason Sidney White's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAGNOLIA FINANCIAL PLANNING SERVICES, INC.?
MAGNOLIA FINANCIAL PLANNING SERVICES, INC. has approximately 4 employees and manages $174M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MAGNOLIA FINANCIAL PLANNING SERVICES, INC.

Robby Thomas Bryant
SENECA, SC

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Nearby cities in South Carolina
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City Guides
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Research
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