Brandon, MS Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
WMG Financial Advisors, LLC
Team
Firm-wide stats for WMG Financial Advisors, LLC
About
WMG Financial Advisors is a team-based registered investment adviser that provides ongoing portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, retirement and profit‑sharing plans, and certain brokerage customers. The firm also conducts financial institution consulting and may direct clients to third‑party advisers when appropriate.
WMG documents client goals and risk tolerance in individualized Investment Policy Statements and applies long‑term trading with an emphasis on modern portfolio theory across mutual funds, ETFs, fixed income, real estate funds (including REITs), and closed‑end funds/BDCs. The firm manages discretionary accounts, provides quarterly reporting and reviews, and participates in wrap fee programs while handling assets that include pooled investment vehicles.
Notably, WMG discloses predecessor and hypothetical performance in its materials, and it works with pooled investment structures and closed‑end/BDC vehicles — practices that are less common among peers. The firm’s team includes representatives with CPA credentials and outside accounting or consulting roles, and it operates alongside an affiliated business that shares ownership and office resources, which can create additional coordination of services.
Based on WMG Financial Advisors, LLC
Location
106 Highpoint Court, Suite B
Brandon MS 39042
Advisors at this office
2
Advisors at this office
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.
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.
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