Connor White has been an investment adviser representative at J M Brown & Associates since August 2015, and is not listed among the firm’s executive officers or direct owners. Connor White studied at Villanova University.
J M Brown & Associates, Inc. is a Tulsa, OK firm with $202M under management, 501 clients and 5 advisers in one office, as of its May 2026 filing.
Connor White is Financial Advisor of J M Brown Financial Partners. He is head portfolio manager at the firm, where he leads investment strategy and portfolio management, and has over a decade of experience in the financial services industry.
- J M Brown Financial PartnersCurrent– present · 11 yearsTulsa, OK · Adviser representative · Firm CRD 118427
Investment adviser representative registrations
Connor White is registered as an investment adviser representative in Oklahoma, since August 2015.
- OklahomaSince 3 August 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 June 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Connor Mackenzie White
- CRD
- 6538829
- Firm
- J M Brown & Associates · CRD 118427
- Office
- 7060 S. YALE, SUITE 701, Tulsa, OK 74136-5740
- Registration
- Investment adviser registration
- In the industry since
- August 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- perfectcalendar.com
Where does Connor White work?
Connor White is an investment adviser representative registered through J M Brown & Associates, Inc. since August 2015, and is not listed among the firm’s executive officers or direct owners.
Is Connor White a financial advisor?
Yes. Connor White has a current investment-adviser registration in Oklahoma, through J M Brown & Associates since August 2015.
How many years of experience does Connor White have?
Connor White has 11 years in the financial industry, since August 2015, across 1 adviser firm.
What exams has Connor White passed?
Connor White passed the Series 65 in June 2015.
Where is Connor White based?
Connor White’s registered office is in Tulsa, OK.
Is Connor White registered with FINRA?
No. Connor White has no current broker registration.
How can I verify Connor White’s record?
Search CRD 6538829 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Connor White’s full registration record.