UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
43yrs
Jonathan White
Full name on record: Jonathan E White
Financial advisor at Momentum Independent Network
Jonathan White has worked in the financial industry for 43 years and is a fiduciary financial advisor based in Dallas, Texas. Jonathan has been with Momentum Independent Network since 2025; before that, Jonathan spent less than a year at Ridgeway Conger Advisory Services and four years at J P Turner & Company Capital Management. Momentum Independent Network offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience in Texas
Office717 N. Harwood Street Suite 3400, Dallas, TX 75201
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$553,086
Advisors at the firm100
States licensed ?1 state
Services through Momentum Independent Network
Financial planningInvestment management for individuals and small businessesChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Feb 2025 – nowMomentum Independent Network Inc.Current firm
- Sep 2015 – Dec 2015Ridgeway Conger Advisory ServicesPreviously
- 2012 – 2015J P Turner & Company Capital Management, LLCPreviously
Contact Jonathan
(214) 859-1800Momentum Independent Network main office 717 N. Harwood Street Suite 3400Dallas, TX 75201Office · Get directions
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call Momentum Independent Network at (214) 859-1800 and ask for Jonathan White. Jonathan works from the Dallas, TX office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 1983, about 43 years. Top 1% by experience in Texas.
What licenses does Jonathan hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Momentum Independent Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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