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Jarrett White

Advisor at Seven Pines Capital, LLC

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Seven Pines Capital, LLC logo

Firm

Seven Pines Capital, LLC

Location

Indialantic, FL

Credentials

Series 65

Industry experience

6 years

About

Jarrett White is a financial advisor at Seven Pines Capital, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Dykema Gossett, PLLC and CACI International. Seven Pines Capital, LLC provides investment advisory and pension consulting services to individuals, high-net-worth clients, retirement plan sponsors, and institutional clients. The firm employs a range of strategies including fundamental, technical, and charting analysis, and is noted for its use of options and derivatives as well as its ERISA-focused pension consulting services.

Client services

Based on Seven Pines Capital, LLC

Portfolio management Pension consulting

Expertise

Based on Seven Pines Capital, LLC

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Fee options

Percentage

1.50% annually

Location

Indialantic, FL

Most active in

Florida

Work history

Seven Pines Capital, LLC

2019 - Present (7 years)

Dykema Gossett, PLLC

2016 - 2019 (3 years)

CACI International

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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