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Jacob William Little

Investment adviser representative at Johnson & White Wealth Management LLC
10 yearsExperience
1 stateRegistered in
$484.6MFirm assets
12 yearsFirm in business

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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

10 years in the industry.

  1. Johnson & White Wealth Management LLCAug 2025 to now
  2. Burkentine BuildersSep 2024 to Aug 2025
  3. Hiedelberg UniversityAug 2022 to Aug 2024
  4. UnemployedJan 2022 to Jul 2022
  5. Northwestern MutualJun 2021 to Dec 2021
  6. UnemployedSep 2020 to Jun 2021
  7. Wallys Country StoreMay 2019 to Aug 2020
  8. UnemployedMay 2018 to Apr 2019
  9. Pei WeiAug 2016 to Apr 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (PA).

Johnson & White Wealth Management LLC

$484.6MAssets managed
480Clients
7Advisers
12 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
7361107
Firm CRD
169795
Advisor's SEC record (opens in a new tab)
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