Jamison White
Investment adviser representative at Paller Financial Services, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$147.9MFirm 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
- Pension consulting
Experience
11 years in the industry.
- Paller Financial Services, Inc.Aug 2023 to now
- Real Colorado SoccerMar 2022 to Jun 2023
- Dicks Sporting GoodsMay 2021 to Jun 2022
- Boulder Indoor SoccerMay 2021 to Aug 2021
- Boulder County Soccer ClubMar 2021 to Jun 2021
- Whole Foods MarketSep 2020 to Jun 2021
- Cu BookstoreJan 2020 to Feb 2020
- University of Colorado BoulderAug 2019 to May 2023
- Lucky's MarketMar 2019 to Aug 2019
- A&b LifeguardingMay 2018 to Aug 2018
- Csu Youth Sports CampMay 2017 to Aug 2017
- Fort Collins Soccer ClubMar 2017 to Nov 2018
- Rocky Mountain High SchoolJan 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
Paller Financial Services, Inc.
$147.9MAssets managed
161Clients
3Advisers
2 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
- 8200253
- Firm CRD
- 161531