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Jason Sidney White

MAGNOLIA FINANCIAL PLANNING SERVICES, INC.·SENECA, South Carolina
Series 7, Series 63CFPClean record18 years registeredMAGNOLIA 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. · 18 years registered
Brand Profile
Not yet started
01

Career History

MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
Mar 2014 – present
CETERA INVESTMENT ADVISERS LLC
Jul 2011 – Jul 2014
SENECA, SC
H.D. VEST ADVISORY SERVICES, INC
Dec 2007 – Sep 2010
SENECA, SC
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · December 11, 2007
Years registered · 18
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
CRD 135759 · SEC 801-114454
AUM
$174M
Regulatory assets under management
Employees
4
257 client accounts
Services offered by MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MAGNOLIA FINANCIAL PLANNING SERVICES, INC. →
Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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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Research
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