Jason E White

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2007 → 11/2023
  Shelton Financial Group, Inc.
  Fort Wayne, IN
• 05/2013 → 01/2018
  Comprehensive Asset Management & Servicing, Inc.
  Parsippany, NJ
• 01/2018 → 11/2023
  Usa Financial Securities Corporation
  Ada, MI
• 11/2023 → Present
  Kestra Investment Services, Llc
  Fort Wayne, IN
• 11/2023 → Present
  Kestra Advisory Services, Llc
  Fort Wayne, IN

Previous Registrations

• 2018-01-17 → 2023-11-27
  Usa Financial Securities Llc
  Fort Wayne, IN
  Ada, MI
  Fort Wayne, IN
• 2010-05-10 → 2018-02-12
  Shelton Financial Group, Inc.
  Fort Wayne, IN

Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: Registered Assistant NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/27/2023 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESCRIPTION: Registered Assistant Name: SHELTON FINANCIAL GROUP POSITION: Registered Assistant NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/27/2023 ADDRESS: 7635 W Jefferson Blvd, Fort Wayne IN 46804 DESCRIPTION: Registered Assistant Name: NORWELL HIGH SCHOOL SHOW CHOIR BAND POSITION: Piano Player NATURE: School INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/08/2022 ADDRESS: 1100 US-224, Ossian IN 46777 DESCRIPTION: Play piano for competitions, shows, and participate in rehearsals. Name: CHURCHES OF GOD GENERAL CONFERENCE BOARD OF PENSIONS POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2025 ADDRESS: 700 E Melrose Ave, Findlay OH 45840, United States DESCRIPTION: 2 board meeting per year to provide oversight to the Pension Administrator and discuss the business of the plan. All investment recommendations and advice are handled by a third party, Merrill Lynch.

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-09-20
• S65 Uniform Investment Adviser Law Examination
  2010-05-07