CRD: 283536
Pearson Investment Management, LLC
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- Custodian
- Betterment ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-27-2016
- Office Locations
- 1
Office Locations
About Pearson Investment Management, LLC
Pearson Investment Management is a fee-only, independent RIA serving clients and their families, with a focus on retirement-focused planning and ongoing portfolio advice. The firm emphasizes fiduciary, conflict-free guidance (no product sales or third-party compensation) and implements asset-allocation portfolios largely using ETFs and index-oriented strategies alongside fixed income. Custody is supported through platforms including Betterment and Interactive Brokers.
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Client Personas
Custodian
Investment Themes
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Owner & Executives
Jonathan Corey White
Chief Executive Officer, Managing Member
- CRD
- #6635378
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,153,827,020 | 13.9% |
| Cash | $589,364,881 | 7.1% |
| U.S. Government/Agency | $1,253,437,986 | 15.1% |
| Corporate - Investment Grade | $1,369,650,780 | 16.5% |
| Corporate - Non-Investment Grade | $1,460,960,832 | 17.6% |
| Municipal Bonds | $1,519,067,228 | 18.3% |
| Sovereign Bonds | $954,605,089 | 11.5% |
| Total | $8,300,913,816 | 100.0% |