James Barker White
Investment adviser representative at Tempus Wealth Planning, LLC
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$699.4MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Tempus Wealth Planning, LLCNov 2016 to now
- Mutual Securities, IncNov 2016 to Mar 2017
- Ameriprise Financial Services, IncSep 2004 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CA).
Tempus Wealth Planning, LLC
$699.4MAssets managed
683Clients
10Advisers
9 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
- 4382100
- Firm CRD
- 285349