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Jason Sidney White

MAGNOLIA FINANCIAL PLANNING SERVICES, INC.·SENECA, South Carolina
Unclaimed Profile
414 OLD CLEMSON HIGHWAY, SENECA, SC 29672CRD# 5460559Firm CRD# 135759
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
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
No disclosures on file
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 in SENECA
Stephen Francis Molyneaux — HANOVER ADVISORS, INCJan Sture Fredman — CLEMSON-EPS ADVISORS, LLCRaymond Brian Massey — IQ CAPITAL STRATEGY LLCRobby Thomas Bryant — MAGNOLIA FINANCIAL PLANNING SERVICES, INC.Lori Melissa Talley-Kelley — CLEMSON-EPS ADVISORS, LLC
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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