Jamison White has been an investment adviser representative at Paller Financial Services since December 2025, and is not listed among the firm’s executive officers or direct owners. Jamison White studied at the University of Colorado.
Paller Financial Services, Inc. is a Centennial, CO firm with $148M under management, 161 clients and 4 advisers in one office, as of its February 2026 filing.
Jamison White is an advisor at Paller Financial Services, Inc., based in Centennial, Colorado. He joined the firm in 2023 and performs portfolio reviews, prepares tax returns and provides client support.
- – present · under a yearCentennial, CO · Adviser representative · Firm CRD 161531
Professional designations
Listed by Paller Financial Services
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jamison White is registered as an investment adviser representative in Colorado, since December 2025.
- ColoradoSince 19 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 August 2025 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8200253
- Firm
- Paller Financial Services · CRD 161531
- Office
- 9000 E NICHOLS AVENUE, SUITE 120, Centennial, CO 80112
- Registration
- Investment adviser registration
- In the industry since
- December 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pallerfinancial.com
Where does Jamison White work?
Jamison White is an investment adviser representative registered through Paller Financial Services, Inc. since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jamison White a financial advisor?
Yes. Jamison White has a current investment-adviser registration in Colorado, through Paller Financial Services since December 2025.
How many years of experience does Jamison White have?
Jamison White has 0 years in the financial industry, since December 2025, across 1 adviser firm.
What exams has Jamison White passed?
Jamison White passed the Series 65 in August 2025.
Where is Jamison White based?
Jamison White’s registered office is in Centennial, CO.
Is Jamison White registered with FINRA?
No. Jamison White has no current broker registration.
Is Jamison White a CFP?
Paller Financial Services lists Jamison White with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jamison White’s record?
Search CRD 8200253 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jamison White’s full registration record.
