Jonathan White has been President / Wealth Manager / CCO of White Hawk Wealth Management since March 2026, is a control person of the firm and directly owns 75% or more of it. Jonathan White holds a Bachelor of Science in Real Estate Finance from Southern Methodist University.
White Hawk Wealth Management, Inc. is a Broomfield, CO firm with $131M under management, 153 clients and 2 advisers in one office, as of its August 2026 filing.
J.D. White is President, Wealth Manager of White Hawk Wealth Management, Inc., based in Broomfield, CO. He has worked with high net worth clients on retirement since early 2011. He was a Financial Advisor at Edward Jones from 2011 to 2017, and in 2017 he created White Hawk Wealth Management.
Jonathan White’s longest registration was 9 years at Western Wealth Management LLC (2017–2026). Before joining White Hawk Wealth Management in 2026, Jonathan White was registered through Western Wealth Management LLC and LPL Financial LLC.
- White Hawk Wealth ManagementCurrent– present · under a yearBroomfield, CO · Adviser representative · Firm CRD 341034
- Western Wealth Management LLC– · 9 yearsBroomfield, CO · Adviser representative · Firm CRD 283545
- LPL Financial LLC– · under a yearBroomfield, CO · Adviser representative · Firm CRD 6413
- Edward Jones– · 5 yearsSuperior, CO · Adviser representative · Firm CRD 250
Professional designations
Listed by White Hawk Wealth Management
- Accredited Wealth Management Advisor (AWMA®)
- Chartered Retirement Planning Counselor (CRPC®)
- Accredited Asset Management Specialist (AAMS®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jonathan White is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in May 2026.
- ColoradoSince 14 May 2026
- TexasResidentSince 14 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 18 December 2025 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 11 March 2011 |
| Series 7 | General Securities Representative Examination | 25 February 2011 |
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jonathan David White
- CRD
- 5882055
- Firm
- White Hawk Wealth Management · CRD 341034
- Role
- President / Wealth Manager / CCO
- Office
- 340 E. 1ST AVENUE, SUITE 310, Broomfield, CO 80020
- Registration
- Investment adviser registration
- In the industry since
- February 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- whitehawkwealth.com
Where does Jonathan White work?
Jonathan White has been President / Wealth Manager / CCO of White Hawk Wealth Management, Inc. since March 2026, and is a control person of the firm.
Is Jonathan White a financial advisor?
Yes. Jonathan White has a current investment-adviser registration in Colorado and Texas, through White Hawk Wealth Management since May 2026.
How many years of experience does Jonathan White have?
Jonathan White has 15 years in the financial industry, since February 2011, across 4 adviser firms.
What exams has Jonathan White passed?
Jonathan White has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in February 2011. FINRA credited Jonathan White with the SIE, which began in October 2018.
Where did Jonathan White work before White Hawk Wealth Management?
Before White Hawk Wealth Management, Jonathan White was registered through LPL Financial LLC, February 2017 to February 2017; Edward Jones, May 2011 to February 2017.
Where is Jonathan White based?
Jonathan White’s registered office is in Broomfield, CO.
Is Jonathan White registered with FINRA?
No. Jonathan White has no current broker registration.
Is Jonathan White a CFP?
White Hawk Wealth Management lists Jonathan White with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jonathan White’s record?
Search CRD 5882055 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan White’s full registration record.