Jason Ramarr 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

• 12/2014 → 12/2017
  Charles Schwab & Co., Inc.
  Austin, TX
• 01/2018 → 01/2018
  Natalliance Securities Llc
  Austin, TX
• 02/2018 → 04/2018
  Leading Edge Personnel Staffing Agency
  Austin, TX
• 04/2018 → Present
  Kestra Investment Services, Llc
  Austin, TX
• 04/2008 → Present
  Kestra Advisory Services, Llc
  Austin, TX

Previous Registrations

• 2015-09-18 → 2018-01-03
  Charles Schwab & Co., Inc.
  Austin, TX

Other Businesses

NAME: USER TESTING PARTICIPANT (WWW.USERTESTING.COM) POSITION: User Testing Participant NATURE: User Testing for interface and survey questions INVESTMENT RELATED: No NUMBER OF HOURS: 45 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2025 ADDRESS: 660 4th Street, Suite 246, San Francisco CA 94107, United States DESCRIPTION: Earning extra money online in spare time by sharing your perspective with brands to build better products and experiences. User Testing test participant getting paid to test. Name: ADVISORY BOARD FOR THE STRATEGIC ARTIFICIAL INTELLIGENCE PROGRAM AT OUR LADY OF THE LAKE UNIVERSITY. POSITION: Advisory Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/17/2026 ADDRESS: 600 N. Sam Houston Pkwy West, Houston TX 77067, United States DESCRIPTION: Make contributions to the Strategic AI program, including: 1. Preserving and enhancing the reputation and quality of the program through strategic review of our credit and noncredit offerings to the community, as well as helping to build our value to the business community. 2. Offering expert guidance to our faculty and students through occasional classroom visits, forums and conferences, and input on our programs. 3. Promoting the program's goal of linking industry with academia to help ensure that our work is relevant and benefits the business community. 4. Attend three virtual Board meetings per year. 5. Provide feedback on program's effectiveness. 6. Register myself or a colleague for the class (with Board discount). 7. Participate as a speaker, mentor, or panelist.

Exams

• S66 Uniform Combined State Law Examination
  2015-09-18