J.D. White, CFP<sup>&reg;</sup> - Financial Advisor

J.D. White, CFP®

President, Wealth Manager

White Hawk Wealth Management

340 E 1st Ave, Ste 310
Broomfield, CO 80020-2454
FINANCIAL ADVISOR'S WEBSITE
(303) 800-0620 CONNECT WITH J.D.
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General

J.D. White is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at White Hawk Wealth Management in Broomfield, CO and the surrounding communities.

Financial Advisor Overview

We take the stress and anxiety out of retirement by educating and walking alongside our clients on their journey. We make finance easier to understand so that our clients can go live their lives and master their own wealth.

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Financial Advisor Experience

I was raised by a single mother from the age 1 to adulthood. She was a teacher and we spent most of our time driving to different sports that I participated in. When I was about 15 years of age, I narrowed my focus to one sport: swimming. My goal was to earn a scholarship so that I could pursue a college education. We did not have a lot of funding saved for college and I knew that if I worked hard enough, I could earn an education somewhere. I was able to win 5 state titles here in Colorado (5A) swimming for Longmont High School and was a 9-time All-American. I was also named “5A Swimmer of the Year” my senior year. I was pursued by over 30 Division-I schools and chose a full-ride scholarship offer to swim at Southern Methodist University (Dallas, Texas). I swam there all 4 years and was named a co-captain of the team my senior year. I was able to graduate with a Bachelor of Science degree in Real Estate Finance from the Cox School of Business. In 2011 I started my career with a large corporate firm, where I grew my business and learned. Early in 2017, I transitioned to LPL Financial as an Independent Financial Advisor.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: AZ, CO, MA, MT, NY, OH, SC, TX, WA
  • Fixed annuities: AZ, CO, MA, MT, NY, OH, SC, TX, WA
  • Variable annuities: AZ, CO, MA, MT, NY, OH, SC, TX, WA

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

2024 White Hawk Wealth Management | All rights reserved. Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Western Wealth Management LLC, a Registered Investment Advisor. White Hawk Wealth Management and Western Wealth Management LLC are separate entities from LPL Financial. White Hawk Wealth Management has Advisors licensed to offer commission-based products (Education Plans and Insurance) in the following states: AZ, CO, MT, NY, SC, TX, WA. No off
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Mutual Funds, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources