Wells Fargo Advisors
46yrs
Top advisor by experience in Overland Park
26yrs
Jeffrey White
Full name on record: Jeffrey Alan White
Financial advisor at Quantum Financial Partners
Jeffrey White has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Overland Park, Kansas. After a year at Cambridge Investment Research Advisors and a year at Cambridge Investment Research, Jeffrey joined Quantum Financial Partners in 2006, a firm offering investment management, private fund management, and selecting outside investment managers. Quantum Financial Partners reports being paid through a percentage of assets and performance-based fees.
One of 2517 advisors with offices in Overland Park, and one of 2258 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top advisor by experience at Quantum Financial Partners
Office8700 Indian Creek Parkway Suite 150, Overland Park, KS 66210
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$247,152
Advisors at the firm7
States licensed ?1 state
Services through Quantum Financial Partners
Investment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
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.
Series 66Uniform Combined State Law Examination
Career
- 2006 – nowQuantum Financial Partners LLCCurrent firm
- Mar 2005 – Apr 2006
- Oct 2003 – Mar 2005Cambridge Investment Research, Inc.Previously
- 2000 – 2003Pruco Securities, LLC.Previously
Contact Jeffrey
(913) 538-5753Quantum Financial Partners main office 8700 Indian Creek Parkway Suite 150Overland Park, KS 66210Office · Get directions Firm websitewww.quantumfinancialpartners.com
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Questions to ask Jeffrey
Tailored to Jeffrey’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Jeffrey
How do I contact Jeffrey?
Call Quantum Financial Partners at (913) 538-5753 and ask for Jeffrey White. Jeffrey works from the Overland Park, KS office.
How long has Jeffrey been a financial advisor?
Jeffrey has been in the industry since 2000, about 26 years. Top advisor by experience at Quantum Financial Partners.
What licenses does Jeffrey hold?
Series 66. Tap any license on this page to see what it allows.
Is Jeffrey a fiduciary?
Jeffrey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jeffrey paid?
Quantum Financial Partners reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Jeffrey 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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