Advisor profile


My approach

Jason White - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Jason White - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Saving for Education
  • Cash Flow Management Strategies
  • Investments
  • Charitable Giving
  • Tax Planning Strategies
  • Insurance
  • Retirement Plan Distribution
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • FINRA Series 6, 7, 22, 24, 51, 63, 65
  • Life & Health Insurance

Interests

  • I enjoy boating on Lake Minnetonka with those that are closest to me.
  • Traveling the World brings me cultural insight and appreciation.
  • I am fond of my Rottweiler, Skyla.

Community participation

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2021
  • Five Star Wealth Manager, 2012-2014, 2016-2021
  • Ameriprise Circle of Success, 2008-2018
  • Ameriprise Hall of Fame, 2006-2018
  • Ameriprise Diamond Ring Club, 2000-2018
  • Ameriprise Chairman's Advisory Council, 2002-2016
  • Ameriprise Exceptional Client Service Award, 2014
  • Barron’s Top 1,000 Financial Advisors, 2009-2012
  • Protect. Grow. Give.®, RiverSource Life Insurance Company, 2012

Honored to receive recognition

Helping my clients, their families and friends stay focused on tomorrow’s long-term goals is my greatest honor. And it’s also my top priority. Because of this, I’m proud to share that I’ve been recognized on two industry publications’ top financial advisor lists: Forbes Best-in-State Wealth Advisors, 2021; Five Star Wealth Manager, 2021. Thank you to all of my loyal clients for believing in me and to everyone on my outstanding team. Your continued trust has made this recognition possible.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.