Teresa White has been CEO of Money Managers since December 2009, is a control person of the firm and directly owns 75% or more of it.
Money Managers, Inc. is a San Antonio, TX firm with $147M under management, 365 clients and 4 advisers across 2 offices, as of its April 2026 filing.
Teresa White’s longest registration is the current one, 17 years at Money Managers since 2009. Before joining Money Managers in 2009, Teresa White was registered through Next Financial Group, Inc.
- Money Managers, Inc.Current– present · 17 yearsSan Antonio, TX · Adviser representative · Firm CRD 104529
- Next Financial Group, Inc.– · 16 yearsSan Antonio, TX · Adviser representative · Firm CRD 46214
Investment adviser representative registrations
Teresa White is registered as an investment adviser representative in Texas, since February 2009.
- TexasSince 4 February 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 1 October 1998 |
| Series 24 | General Securities Principal Examination | 7 July 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 February 1986 |
| Series 7 | General Securities Representative Examination | 16 November 1985 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Teresa Jensen White
- CRD
- 1321876
- Firm
- Money Managers · CRD 104529
- Role
- CEO
- Office
- 15303 HUEBNER RD., BLDG. 10, San Antonio, TX 78248
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 1985
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Teresa White work?
Teresa White has been CEO of Money Managers, Inc. since December 2009, and is a control person of the firm.
Is Teresa White a financial advisor?
Yes. Teresa White has a current investment-adviser registration in Texas, through Money Managers since February 2009.
How many years of experience does Teresa White have?
Teresa White has 40 years in the financial industry, since November 1985, across 2 adviser firms.
What exams has Teresa White passed?
Teresa White has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in November 1985. FINRA credited Teresa White with the SIE, which began in October 2018.
Where did Teresa White work before Money Managers?
Before Money Managers, Teresa White was registered through Money Managers Inc, January 2006 to December 2008.
Where is Teresa White based?
Teresa White’s registered office is in San Antonio, TX.
Is Teresa White registered with FINRA?
Yes. Teresa White has a current broker registration, under CRD 1321876.
Source: FINRA BrokerCheck
How can I verify Teresa White’s record?
Search CRD 1321876 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Teresa White’s full registration record.