Jt Estes
Financial Advisor @David White & Associates
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WORK HISTORY
Financial Advisor @David White & Associates
San Ramon, CA, US
EDUCATION
Linfield University
Master of Science - MS, Business Design & Innovation
Diablo Valley College
Associate's degree, Business Administration and Management, General
Linfield University
Bachelor of Business Administration - BBA, Finance, General
ABOUT JT ESTES
I have a passion for helping individuals, families, & business owners achieve financial clarity and peace of mind by providing- Comprehensive Financial and Retirement Planning-Tax Efficient Investment Strategies-Insurance & Protection Planning-Business & Legacy Planning-Guidance & SupportOutside of work, I spend time with family and friends. I have passion for sports, especially the NFL. I also am a basketball referee, helping officiate the local church league all the way through high school. Officiating is great way to build connections and keep my mind sharp outside my career. Disclosure: JT Estes offers products and services using the following business names: David White & Associates – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services, LLC (AAS) – investment advisory services. AIC and AAS are not affiliated with David White & Associates or any other entity mentioned herein. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this social media page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.
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