Jeromy White (CRD# 4703795) is an Investment Advisor Representative working at Titleist Asset Management, LLC in San Antonio, TX and has over 20 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Titleist Asset Management, LLC | Webster, TX | Apr 2023 - Current | 1 |
| Titleist Capital, LLC | Webster, TX | Jul 2017 - Current | 6 |
| Investment Professionals, Inc. | League City, TX | Sep 2009 - Jul 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management1,402MILLIONS
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Total Number of Accounts4,430ACCOUNTS
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Average Account Value$316,433
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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