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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)28 years in industry

JASON PAUL WHITE

Advisor at LPL FINANCIAL LLC

FLOWER MOUND, TX | SAN DIEGO, CA

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Search this name across graphsid dfx:ria:fd512f53-297a-1506-dbfb-5a3eb99bb1e2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 8, 1998 to Sep 15, 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: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 23, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Dec 23, 1997
First registration: Jan 8, 1998
Dual registered: yes, broker-dealer
Other names: Jason P White
IAPD individual key: 2982134

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
LPL FINANCIAL LLC	Bd affiliated wealth	Dec 11, 2021	n/a	yes	FLOWER MOUND, TX\|SAN DIEGO, CA\|FLOWER MOUND, TX	Current employment
WELLS FARGO ADVISORS	Wirehouse	Aug 2, 2016	Nov 23, 2021	no	FORT WORTH, TX\|FLOWER MOUND, TX\|FLOWER MOUND, TX\|HIGHLAND VILLAGE, TX\|FLOWER MOUND, TX\|FLOWER MOUND, TX	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Aug 9, 2016	no	LEWISVILLE, TX	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Mar 24, 2008	Oct 1, 2012	no	FARMERS BRANCH, TX\|LEWISVILLE, TX\|FARMERS BRANCH, TX\|FLOWER MOUND, TX	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jan 8, 1998	Oct 25, 2005	no	HURST, TX	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
WELLS FARGO ADVISORS	LPL FINANCIAL LLC	Nov 23, 2021	Dec 11, 2021	18	Firm change	Wirehouse to ibd
J.P. MORGAN SECURITIES LLC	WELLS FARGO ADVISORS	Aug 9, 2016	Aug 2, 2016	-7	Firm change	Wirehouse to wirehouse
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other
AMERIPRISE FINANCIAL SERVICES, LLC	CHASE INVESTMENT SERVICES CORP.	Oct 25, 2005	Mar 24, 2008	881	Firm change after gap	Other

Relationships

Registered with (5)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Dec 11, 2021 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Aug 2, 2016 to Nov 23, 2021factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2012 to Aug 9, 2016factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Mar 24, 2008 to Oct 1, 2012factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 8, 1998 to Oct 25, 2005factForm ADV

Dated events

No dated event names this entity yet.