Jody Lee White

Employer firm

Farrow Financial Inc CRD 110526

$280M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 05/2000 → 03/2020
  Farrow Financial Inc
  Randolph, VT
• 03/2020 → 06/2025
  Farrow Financial, Inc.
  Randolph, VT
• 07/2025 → Present
  Farrow Financial, Inc.
  South Burlington, VT

Other Businesses

Greystone Capital, LLC; Non Investment Related; 33 Sunset Hill Road, Randolph, VT 05060; Rental Real-Estate; Owner; Start Date: October 2016; # Hours/Month Devoted: 3; # Hours Devoted During Trading Hours: 0; Duties: Manage Rental Property.- Farm Developing, LLC; Non Investment Related; 22 North Main St., Randolph, VT 05060; Real Estate; Member/Owner; Start Date: 1/1/2018; # Hours/Month Devoted: 10; # Hours Devoted During Trading Hours: 5; Duties: Consulting.- Gifford Health Care; Investment Related; 44 S. Main St., Randolph, VT 05060; Start Date: 1/1/2015; # Hours/Month Devoted: 12; # Hours Devoted During Trading Hours: 4; Duties: Attending meetings, advising on financial matters, and working with the CFO.

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Jody Lee Cutting
• Jody Lee Richards
• Jody Lee Davignon
• Jody Lee Davignon