Jacob Little has been an investment adviser representative at Johnson & White Wealth Management since October 2025, and is not listed among the firm’s executive officers or direct owners.
Johnson & White Wealth Management LLC is a York, PA firm with $485M under management, 480 clients and 7 advisers in one office, as of its July 2026 filing.
- – present · 1 yearYork, PA · Adviser representative · Firm CRD 169795
Investment adviser representative registrations
Jacob Little is registered as an investment adviser representative in Pennsylvania, since October 2025.
- PennsylvaniaSince 11 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 October 2025 |
| SIE | Securities Industry Essentials Examination | 17 July 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jacob William Little
- CRD
- 7361107
- Firm
- Johnson & White Wealth Management · CRD 169795
- Office
- 224 ST. CHARLES WAY, SUITE 200, York, PA 17402
- Registration
- Investment adviser registration
- In the industry since
- October 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacob Little work?
Jacob Little is an investment adviser representative registered through Johnson & White Wealth Management LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Little a financial advisor?
Yes. Jacob Little has a current investment-adviser registration in Pennsylvania, through Johnson & White Wealth Management since October 2025.
How many years of experience does Jacob Little have?
Jacob Little has 1 year in the financial industry, since October 2025, across 1 adviser firm.
What exams has Jacob Little passed?
Jacob Little has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in July 2025.
Where is Jacob Little based?
Jacob Little’s registered office is in York, PA.
Is Jacob Little registered with FINRA?
No. Jacob Little has no current broker registration.
How can I verify Jacob Little’s record?
Search CRD 7361107 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Little’s full registration record.
