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Jason W

Series 63, Series 65

Brandon, MS

WMG Financial Advisors, LLC

Jason Witcher is a financial advisor with WMG Financial Advisors, LLC in Brandon, MS, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has prior experience with Strategic Wealth Management Group, LLC and Concourse Financial Group Securities Inc. Outside of his advisory work, he serves as a ruling elder and finance chairman at Lakeland Presbyterian Church and manages Witcher CPA, PLLC, a certified public accounting practice. WMG Financial Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, retirement and profit-sharing plans, and certain brokerage customers. The firm utilizes individualized Investment Policy Statements and a long-term trading approach based on modern portfolio theory across diverse asset classes, including mutual funds, ETFs, and real estate funds, while also engaging in financial institution consulting and third-party adviser referrals.

Annuities Real estate investing General tax planning
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Dennis W

Series 63, Series 66

Brandon, MS

WMG Financial Advisors, LLC

Dennis White is a financial advisor at WMG Financial Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at WMG Financial Advisors since 2018, previously serving at Concourse Financial Group Securities and Strategic Wealth Management Group Inc. Outside of his advisory role, he is also a licensed insurance producer who presents fixed insurance products to prospects. WMG Financial Advisors is a team-based registered investment adviser that provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and retirement and profit-sharing plans. The firm emphasizes long-term trading using modern portfolio theory and manages discretionary accounts across various investment vehicles including mutual funds, ETFs, and real estate funds.

Annuities Real estate investing General tax planning
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