Jocelyn White
PER Stirling Capital Management · Austin, Texas
Jocelyn White is a fee-only financial advisor at PER Stirling Capital Management in Austin, Texas. PER Stirling Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | PER Stirling Capital Management |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.57B across 3,766 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7673565 |
| Exams passed | Series 65 (2023) |
| Firm size | 30 employees |
| Disclosures | None reported |
| Website | www.perstirling.com |
How Jocelyn's firm compares
- PER Stirling Capital Management's average account is about $416,000, from its Form ADV (assets managed divided by 3,766 accounts).
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Questions about Jocelyn
Is Jocelyn White a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jocelyn holds no broker registration, and PER Stirling Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jocelyn charge for financial advice?
Jocelyn's firm, PER Stirling Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jocelyn White based?
Jocelyn White is based in Austin, Texas.
Is Jocelyn White registered with the SEC?
Yes. Jocelyn White is registered as an investment adviser representative in TX (CRD 7673565), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PER Stirling Capital Management manage?
PER Stirling Capital Management reports $1.57B across 3,766 accounts in assets under management.
How do I contact Jocelyn White?
Through Jocelyn's website, www.perstirling.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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