J.D.White- Financial Advisor Broomfield, CO

Home > Financial Advisor Directory > colorado > broomfield

About J.D. White

White Hawk Wealth Management was created in 2017 from an idea that the industry is changing. The business is built around the idea that clients deserve ongoing service and not a single-transaction. We believe that we can best-serve families by offering comprehensive services that cover all aspects of wealth management. White Hawk Wealth Management operates on a boutique-level, but has the support of a large corporation (see below). We understand that the money that we manage for our clients is not our money, but theirs. We take great price in education our clients to make sound financial decisions that will help them pursue all of their financial goals.

White Hawk Wealth Management operates independently under the supervision of a Hybrid Registered Investment Advisor firm, Western Wealth Management. They also are part of LPL Financial's broker-dealer platform, which they gives them access to a wide range of products for their clients. This structure allows White Hawk Wealth Management to offer a fee-based service comprised of both fees and commissions based on what is most appropriate for the client.

See Disclosures

General Information

Firm Start Year

2017

No. of Employees

CRD#

5882055

Firm CRD#

283545

Insurance License#

376087

Name of Broker/Dealer

LPL FINANCIAL LLC

States Licensed in

AZ, CO, MT, NY, SC, TX, WA

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Owned a real estate company from 2007 to 2010 doing Short Sales and helping people avoid foreclosure. Started as a Financial Advisor in early 2011 building a business with Edward Jones, meeting people by knocking on doors. In 2017, switched to being an Independent Wealth Manager through LPL Financial and started White Hawk Wealth Management.

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CRPC^®, AAMS^®, AWMA^®

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Life, Variable Annuity, Long Term Care, Variable Life, Annuity, Disability

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Assets Managed by Firm

60000000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$52000000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

Compensation Methods

Commissions, Based on Assets, Flat Fee

Fee % Based on Assets

Hourly Rate

Additional Details on Charges

We work primarily as a fee-based on the assets that we manage for that particular client. We are able to charge a flat fee for financial/business planning, as well.

Minimum Fee Charged for Managed Accounts

Minimum Fee Charged for Hourly Planning Accounts

Education

Bachelor of Science - Real Estate Finance

Southern Methodist University
08/12/2002 -05/12/2006

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

LPL PaladinRegistry.com Cash Solicitor Disclosure

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-solicitor-disclosure.pdf

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890903/paladinregistry-White-Hawk-Wealth-Management-detailed-disclosure.html

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

J.D. White

White Hawk Wealth Management