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Attorney, Certified Private Wealth Advisor, Accredited Asset Management Specialist
Jason has been an investment advisor for fifteen years and has helped hundreds of people plan for and achieve their goals for growing, protecting and transferring their wealth. He spent the first part of his career at Edward Jones and Merrill Lynch, and in March of 2009 joined the Trust & Investment Management department of Greenfield Banking Company. He has trained and mentored over 50 financial advisors as they have started their careers.
He graduated from the Indiana University School of Law in 1999 and was admitted to the state bar in 2000. He has a B.S. from Indiana University where he graduated with distinction. In 2011, Jason obtained the prestigious Certified Private Wealth Advisor designation, which will help him further his specialty in estate planning, elder law and wealth management. He is one of only 10 advisors in Indiana to have achieved this rigorous credential.
He is active in the community, serving on the board (and past Chairman) of the Hancock Regional Hospital Foundation, and is a past president of the Set A Good Example Foundation. He volunteers weekly at Harris Elementary school helping third graders improve their reading skills. He also volunteers his time delivering Meals on Wheels and officiating and coaching boys and girls youth sports leagues. He lives in Greenfield with his wife Tiffany and their three kids, Tyler, Josie and Andrew and their dogs Flashy and Jingle.
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Practice Areas
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Chat withState: Indiana
Acquired: 2000
No misconduct found
17 N Pennsylvania St, Greenfield, IN, 46140-2066
Showing 1 - 4 of 4 client reviews from Avvo
Posted by Kelli | May 10, 2019 | Hired Attorney
We have been extremely pleased and happy to refer anyone who needs comparable services. Jason was awesome and did a great job with communication and follow up with our family. We are very grateful :)
Posted by Bob | October 16, 2016 | Hired Attorney
Mr. White filed the necessary documentation for my mother's application for Medicaid. He also provided critical advice regarding the process and how to properly manage her finances during the application period. I found Mr. White to be knowledgeable and professional. He was always prompt in resp...
Posted by Sandra | October 1, 2016 | Hired Attorney
We asked Jason to advise and assist us with the preparation of a trust. We were please with his knowledge and counsel.
Posted by Gary | May 19, 2016 | Hired Attorney
My wife is in a nursing home. I had been trying to get her on Medicaid for several months but kept getting denied. Jason suggested an appeal. Jason was right there with me during the whole appeal process. He won the appeal and was then stonewalled by the Medicaid people trying to get the final ap...
"I have known Jason for almost 20 years. He has vast knowledge in Estate Planning and Financial Investments. Jason has worked well with me on cases in which I may provide assistants in areas of law Jason does not. He is professional and courteous and for these reasons, I endorse Jason White."
"I met Jason about a year ago. He is a highly motivated attorney with keen attention to detail. His background in banking/finance adds to his expertise in estate, elder law and asset protection planning. I have no doubt that he goes above and beyond to help his clients and enjoys the work that he does."
Criminal defense lawyer
Elder law lawyer
1999
JD - Juris Doctor
1996
BS - Bachelor of Science
English