# Jonathan White

> Jonathan White is a fee-only financial advisor at Pearson Investment Management in Sandy Springs, Georgia. Jonathan focuses on retirement planning. Pearson Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jonathan-white/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Pearson Investment Management
- **Based in:** Sandy Springs, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $11M across 34 accounts
- **Specialties:** Retirement planning
- **CRD:** 6635378 (https://adviserinfo.sec.gov/individual/summary/6635378)
- **SEC registration:** Investment adviser representative in AL, GA
- **Exams passed:** Series 65 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.pearson-im.com

## Frequently asked questions

### Is Jonathan White a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Pearson Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jonathan charge for financial advice?

Jonathan's firm, Pearson Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jonathan White based?

Jonathan White is based in Sandy Springs, Georgia.

### What does Jonathan specialize in?

Jonathan's specialties include retirement planning.

### Is Jonathan White registered with the SEC?

Yes. Jonathan White is registered as an investment adviser representative in AL and GA (CRD 6635378), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pearson Investment Management manage?

Pearson Investment Management reports $11M across 34 accounts in assets under management.

### How do I contact Jonathan White?

Through Jonathan's website, www.pearson-im.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6635378): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (http://www.pearsoninvestmentmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.