Andrew Jared Whitten

Employer firm

Pfg Private Wealth Management, LLC CRD 282301

$289M regulatory AUM 478 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

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

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

Current Employers

Employment History

• 02/2016 → 12/2020
  Perry Financial Group
  Lutz, FL
• 03/2016 → Present
  Pfg Private Wealth Management, Llc
  Lutz, FL

Previous Registrations

• 2009-02-26 → 2016-01-29
  Taylor & Williams, Inc.
  Lutz, FL

Other Businesses

Independent Insurance Agent, Sole Proprietor, Start 03/15, 18572 N Dale Mabry Hwy, Lutz, FL 33548, Insurance Agency/Agent, Not Investment Related, 10 hours per month, 10 hours per month per during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-01-28

Other Names

• Andy Whitten