James White

Current Employers

Great Oak Wealth Management, Inc

Pottstown, PA • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2004-02-05

PA RA
APPROVED

Since 2004-02-05

Branch Locations

Pottstown, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Jh White Financial Services, Llc	Pottstown	PA	06/2004	12/2020
Great Oak Wealth Management	Pottstown	PA	01/2021	Present

06/2004 → 12/2020

Jh White Financial Services, Llc

Pottstown, PA
01/2021 → Present

Great Oak Wealth Management

Pottstown, PA

Other Businesses

NAME OF BUSINESS: VERIZON COMMUNICATIONS BUSINESS IS NOT INVESTMENT RELATED ADDRESS: 180 SHEREE BLVD, SUITE 2100 EXTON, PA 19341 DESCRIPTION: CURRENTLY NETWORK PLANNER-I DESIGN AND PLAN OUTSIDE PLANT FACILITIES FOR TELEPHONE AND HIGH SPEED SERVICES -EMPLOYED SINCE 5/9/1991 -40 HOURS PER WEEK/ 160 HOURS PER MONTH -DEVOTE 7 HOURS TO THIS BUSINESS DURING SECURITIES TRADING HOURS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2003-06-27

S65 Uniform Investment Adviser Law Examination

2003-06-27

Designations

View on SEC IAPD