Jason Sidney White
Investment adviser representative at Magnolia Financial Planning Services, Inc.
22 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$225.7MFirm 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 assetsHourlyPerformance-based
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.
- Payne, White, & Schmutz Cpa PaMay 2019 to now
- Magnolia Financial Planning Services, Inc.Mar 2014 to now
- Cetera Financial Specialists LLCJul 2011 to now
- Cetera Investment Advisers LLCJul 2011 to now
- Infinity Wealth Group, LLCOct 2007 to now
- Byerley, Payne & White, Cpa PaOct 2004 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 4 states (FL, GA, NC, SC).
Magnolia Financial Planning Services, Inc.
$225.7MAssets managed
278Clients
2Advisers
7 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
- 5460559
- Firm CRD
- 135759