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Secretary/member · Quantum Financial Partners LLC

Jeffrey A. White

CRD 3009708 · Named on Form ADV at one SEC-registered adviser

At a glance

Quantum Financial Partners LLC, an SEC-registered wealth manager based in Overland Park, KS with $149 million in regulatory assets, lists Jeffrey A. White on its Form ADV as Secretary/member, a control person.

Firms and roles

AtlasMembers

Jeffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.