Jason R. White

Jason R. White, M.A. is a seasoned compliance professional currently serving as a Senior Compliance Analyst at Kestra Financial since April 2018, with a focus on RIA Compliance and holding a Series 24 license. Prior to this role, Jason worked briefly as a Concierge Specialist at NatAlliance Securities and served in various positions, including Fixed Income Trading Assistant at Charles Schwab and Participant Services Associate for employer-sponsored retirement plans, where Jason R. obtained Series 7 and Series 66 licenses. Educationally, Jason holds a Master's Degree in Religious Studies from Loyola University New Orleans and a Bachelor's Degree in Physics from Xavier University of Louisiana, complemented by diverse teaching and management experience in academic and tax-related environments.