Jon M Whited
Investment adviser representative at Edward Jones
16 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$1TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Edward JonesAug 2021 to now
- Jon Whited Insurance AgencyMay 2010 to now
- State Farm Vp Management Corp.May 2010 to now
- State Farm Investment Management Corp.Aug 2018 to Aug 2021
- State Farm Investment Management Corp.May 2010 to Mar 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 2 states (ID, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3016054
- Firm CRD
- 250