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RIA / WealthAdvisor26 years in industry

JASON CHRISTOPHER WHITE

Advisor at DYNAMIC LEGACY PLANNING

GREENFIELD, IN

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Search this name across graphsid dfx:ria:71cb9018-9449-b919-e9fb-cb17eff6f668

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 8, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DYNAMIC LEGACY PLANNING
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 19, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Apr 19, 2000
First registration: Feb 8, 2007
Dual registered: no
IAPD individual key: 2766121

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DYNAMIC LEGACY PLANNING	State registered	Oct 25, 2022	n/a	yes	GREENFIELD, IN	Current employment
CWM, LLC	Bd affiliated wealth	Jul 6, 2021	Dec 22, 2022	no	Greenfield, IN\|OMAHA, NE	Previous registration
GENUINE WEALTH MANAGEMENT	n/a	Mar 23, 2021	Sep 30, 2021	no	GREENFIELD, IN	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 8, 2007	Mar 24, 2009	no	INDIANAPOLIS, IN\|DAVENPORT, IA\|INDIANAPOLIS, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CWM, LLC	DYNAMIC LEGACY PLANNING	Dec 22, 2022	Oct 25, 2022	-58	Firm change after gap	Ibd to state RIA
GENUINE WEALTH MANAGEMENT	CWM, LLC	Sep 30, 2021	Jul 6, 2021	-86	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	GENUINE WEALTH MANAGEMENT	Mar 24, 2009	Mar 23, 2021	4,382	Firm change after gap	Other

Relationships

Registered with (4)

→ DYNAMIC LEGACY PLANNINGRegistered adviserregistration: current employment
Oct 25, 2022 to presentfactForm ADV
→ CWM, LLCRegistered adviserregistration: previous registration
Jul 6, 2021 to Dec 22, 2022factForm ADV
→ GENUINE WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Mar 23, 2021 to Sep 30, 2021factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Feb 8, 2007 to Mar 24, 2009factForm ADV

Dated events

Occurred
Dec 22, 2022
Advisor changed firm
Jason Christopher White left Cwm, Llc for Dynamic Legacy Planning (registered 2022-10-25)
Form ADVobserved 4 days ago