Jonathan
White
Western Wealth Management LLC
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About this Advisor
Jonathan White is a financial advisor based in Broomfield, Colorado, working with Western Wealth Management LLC. Jonathan has previously held positions at Edward Jones, Lpl Financial, LLC, and Western Wealth Management, LLC. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in Colorado and Texas. Currently, Jonathan is part of Western Wealth Management LLC, which operates out of Broomfield, Colorado. The firm has 40 offices and 112 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Western Wealth Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Western Wealth Management LLC Brokerage Details
$3,250,103,126
112
13,833
$234,953
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jonathan White Work History
Lpl Financial, LLC
Western Wealth Management, LLC
Edward Jones
Disclosures
Please visit the SEC profile of Jonathan White to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Western Wealth Management LLC
Conifer, CO
Johnstown, CO
Englewood, CO
Beaver Falls, PA
Elizabeth, CO
Golden, CO
Golden, CO
Englewood, CO
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