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J.D. White, AWMA®, CRPC®, CFP®, AAMS®
White Hawk Wealth Management

Tel: 303-800-0620 Ext. 101
756 Dover Street
Broomfield, CO 80020
White Hawk Wealth Management | Financial Advisor in Broomfield ,CO

Helping Our Clients Live Their Best Lives.



About J.D. White

Proudest moments in my life are marrying my wife, Mary, and the birth of our son, Reagan. I consider myself a "Renaissance" man. I raced Michael Phelps once. I lost. I used to have hair.


About White Hawk Wealth Management

White Hawk Wealth Management was created in 2017 from an idea that the industry is changing. The business is built around the idea that clients deserve ongoing service and not a single-transaction. We believe that we can best-serve families by offering comprehensive services that cover all aspects of wealth management. White Hawk Wealth Management operates on a boutique-level, but has the support of a large corporation (see below). We understand that the money that we manage for our clients is not our money, but theirs. We take great price in education our clients to make sound financial decisions that will help them pursue all of their financial goals.

White Hawk Wealth Management operates independently under the supervision of a Hybrid Registered Investment Advisor firm, Western Wealth Management. They also are part of LPL Financial's broker-dealer platform, which they gives them access to a wide range of products for their clients. This structure allows White Hawk Wealth Management to offer a fee-based service comprised of both fees and commissions based on what is most appropriate for the client.

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General Information

Firm Start Year:   2017
No. of Employees:   2-4
Insurance License#:   376087
Name of Broker/Dealer:   LPL FINANCIAL LLC
States Licensed in:   AZ, CO, MT, NY, SC, TX, WA
Number of Years with Current Firm:   5
Work Experience:   Owned a real estate company from 2007 to 2010 doing Short Sales and helping people avoid foreclosure. Started as a Financial Advisor in early 2011 building a business with Edward Jones, meeting people by knocking on doors. In 2017, switched to being an Independent Wealth Manager through LPL Financial and started White Hawk Wealth Management.
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Advice & Consulting

Services

Investment Types:   Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Alternative Investments, Mortgages & Real Estate, Mutual Funds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Phone, Email, Your Office, Our Office, Video Conference, Your Home

Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life, Disability, Annuity, Life, Variable Annuity, Long Term Care

Firm Information

Firm's Number of Clients:   150
Firm's Number of Planning Clients:   135
Assets Managed by Firm:   60000000
Advisor's Number of Clients:   100
Advisor's Number of Managed Clients:   100
Advisor's Number of Planning Clients:   80
Assets Managed by Advisor:   $52000000

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   0
Compensation Methods:   Commissions, Based on Assets, Flat Fee
Fee % Based on Assets:   1
Hourly Rate:   0
Additional Details on Charges:   We work primarily as a fee-based on the assets that we manage for that particular client. We are able to charge a flat fee for financial/business planning, as well.
Minimum Fee Charged for Managed Accounts:   0
Minimum Fee Charged for Hourly Planning Accounts:   0

Education

Bachelor of Science  - Real Estate Finance   Southern Methodist University  - Dallas, TX
08/12/2002-05/12/2006

Financial Services

Financial Planning for Businesses

We add value for the business owner that is looking to sell their business within the next 5 years. We work with other professionals in the space and the family involved to create a successful exit strategy and financial plan.

Retirement Planning

We work with people that are within 5 years of retiring OR have retired within the last 5 years.

Financial Planning for Individuals

The financial plans that we create help guide our clients through the most difficult times in the investment markets and their lives. The plan is designed to be living and breathing, just like you.

Portfolio Management

We utilize LPL for our guidance on strategic asset allocation and use custom portfolio models for each client that we work with.


Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

LPL WiserAdvisor Cash Solicitor Disclosure

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-solicitor-disclosure.pdf

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1890903/wiseradvisor-white-hawk-wealth-management-detailed-disclosure.html

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Communities Served

All 50 States in the United States. We are located in Colorado.

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