Jonathan White
Pearson Investment Management · Sandy Springs, Georgia
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.
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Specialties
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 | $11M across 34 accounts |
| SEC registration | Investment adviser representative in AL, GA · CRD 6635378 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.pearson-im.com |
How Jonathan's firm compares
- Pearson Investment Management's average account is about $324,000, from its Form ADV (assets managed divided by 34 accounts).
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Questions about Jonathan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Pearson Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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