Jason Dean White

Employer firm

Rogan & Associates CRD 42762

$710M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2003 → Present
  Rogan & Associates, Inc.
  Safety Harbor, FL
• 05/2025 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL

Previous Registrations

• 2002-12-13 → 2003-07-08
  Invest Financial Corporation
  Largo, FL

Other Businesses

(1) Rogan & Associates, RIA; Investment Related; 200 9th Avenue N, Ste 100, Safety Harbor, FL 34695; Planning; Certified Financial Planner; Start 7/3/2023; 160 hours/month, 150 hours/month during trading. (2) FINRA Arbitration; Investment Related; 2113 Centerview Ct. S, Clearwater, FL33759; Dispute Resolution; Non-Public Arbitrator; Start 7/2004; 0 hours/month.

Exams

• S66 Uniform Combined State Law Examination
  2000-08-25
• S63 Uniform Securities Agent State Law Examination
  1997-06-06

Designations

• Certified Financial Planner