John J. White

STRATEGIC ADVISERS LLC

ARLINGTON HEIGHTS, IL

Some features on this profile are disabled

CRD#: 1314116

Professional summary

John Joseph White, who also goes by Jack White, John J White, John Joseph White, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Arlington Heights, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Deer Park, Illinois.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. John has worked at 22 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jack White | John J White | John Joseph White

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Joseph White's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

ARLINGTON HEIGHTS, IL

Current

November 30, 2015 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 20530 North Rand Road Suite 448, Deer Park, IL 60010

CRD#: 7784

Deer Park, IL

Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

DEER PARK, IL

Past

September 2, 2016 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

ARLINGTON HEIGHTS, IL

Past

July 1, 2014 - October 8, 2015

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

CHICAGO, IL

Past

July 1, 2014 - October 8, 2015

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

CHICAGO, IL

Past

May 14, 2012 - November 25, 2013

TD AMERITRADE, INC.

RIA

CRD#: 7870

SCHAUMBURG, IL

Past

May 14, 2012 - November 25, 2013

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

SCHAUMBURG, IL

Past

May 14, 2012 - November 25, 2013

TD AMERITRADE, INC.

CRD#: 7870

SCHAUMBURG, IL

Past

August 19, 2011 - May 1, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

ARLINGTON HEIGHTS, IL

Past

August 19, 2011 - May 1, 2012

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ARLINGTON HEIGHTS, IL

Past

October 7, 2008 - August 19, 2011

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

BUFFALO GROVE, IL

Past

October 7, 2008 - August 19, 2011

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

BUFFALO GROVE, IL

Past

September 8, 2005 - August 5, 2008

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

CHICAGO, IL

Past

September 7, 2005 - August 5, 2008

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

CHICAGO, IL

Past

December 5, 2003 - March 21, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

WINNETKA, IL

Past

December 5, 2003 - March 21, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

Past

April 10, 2002 - December 9, 2003

LASALLE FINANCIAL SERVICES, INC.

RIA

CRD#: 20373

CHICAGO, IL

Past

April 8, 2002 - December 9, 2003

LASALLE FINANCIAL SERVICES, INC.

CRD#: 20373

CHICAGO, IL

Past

February 6, 1997 - April 24, 1998

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

LINCOLN, NE

Past

February 5, 1997 - May 4, 1998

HARRIS INVESTORS DIRECT, INC.

CRD#: 17664

CHICAGO, IL

Past

August 30, 1995 - January 17, 1997

FIRSTAR INVESTMENT SERVICES,INC.

CRD#: 14536

MORRIS PLAINS, NJ

Past

December 17, 1992 - August 21, 1995

WINGSPAN INVESTMENT SERVICES

CRD#: 17516

CHICAGO, IL

Past

September 6, 1991 - December 8, 1992

INTESA SANPAOLO IMI SECURITIES CORP.

CRD#: 19418

NEW YORK, NY

Past

February 22, 1991 - September 17, 1991

FORTH FINANCIAL SECURITIES, CORPORATION

CRD#: 14363

RICHMOND, VA

Past

February 7, 1990 - November 5, 1990

GRIFFIN FINANCIAL SERVICES

CRD#: 10823

Past

August 22, 1988 - January 23, 1990

FINANCIAL HORIZONS SECURITIES CORPORATION

CRD#: 20221

Past

February 4, 1988 - June 24, 1988

CINCINNATI ANALYSTS, INC.

CRD#: 5478

CINCINNATI, OH

Past

March 17, 1987 - September 21, 1987

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Past

May 1, 1985 - December 20, 1986

MORGAN STANLEY DW INC.

CRD#: 7556

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(10/2/2020)

Alaska
(10/5/2020)

Arizona
(10/9/2020)

Arkansas
(10/6/2020)

California
(10/5/2020)

Colorado
(10/6/2020)

Connecticut
(10/5/2020)

Delaware
(10/7/2020)

District of Columbia
(10/15/2020)

Florida
(10/5/2020)

Georgia
(11/12/2020)

Idaho
(10/5/2020)

Illinois
(12/1/2015)

IAR

Illinois
(3/31/2025)

Indiana
(12/7/2015)

Iowa
(12/2/2015)

Kansas
(7/22/2019)

Kentucky
(1/9/2017)

Louisiana
(10/5/2020)

Maine
(10/6/2020)

Maryland
(10/5/2020)

Massachusetts
(10/5/2020)

Michigan
(12/2/2015)

Minnesota
(12/3/2015)

Mississippi
(10/5/2020)

Missouri
(2/22/2016)

Montana
(10/5/2020)

Nebraska
(10/7/2020)

Nevada
(10/12/2020)

New Hampshire
(10/5/2020)

New Jersey
(3/16/2021)

New Mexico
(10/5/2020)

New York
(10/4/2020)

North Carolina
(10/5/2020)

North Dakota
(10/5/2020)

Ohio
(11/30/2018)

Oklahoma
(10/5/2020)

Oregon
(10/5/2020)

Pennsylvania
(10/5/2020)

Puerto Rico
(10/8/2020)

Rhode Island
(10/5/2020)

South Carolina
(10/6/2020)

South Dakota
(10/16/2020)

Tennessee
(10/5/2020)

Texas
(1/7/2020)

IAR

Texas
(3/31/2025)

Utah
(10/5/2020)

Vermont
(10/5/2020)

Virgin Islands
(10/7/2020)

Virginia
(10/5/2020)

Washington
(10/2/2020)

West Virginia
(10/6/2020)

Wisconsin
(12/1/2015)

Wyoming
(10/5/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 7/14/2004

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/24/1997

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/20/1985

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

John J. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Joseph White's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

LASALLE FINANCIAL SERVICES, INC.

LASALLE FINANCIAL SERVICES, INC.

ALLSTATE FINANCIAL SERVICES, LLC

HARRIS INVESTORS DIRECT, INC.

FIRSTAR INVESTMENT SERVICES,INC.

WINGSPAN INVESTMENT SERVICES

INTESA SANPAOLO IMI SECURITIES CORP.

FORTH FINANCIAL SECURITIES, CORPORATION

GRIFFIN FINANCIAL SERVICES

FINANCIAL HORIZONS SECURITIES CORPORATION

CINCINNATI ANALYSTS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/14/2004

Series 65

Date: 4/24/1997

SIE

Date: 10/1/2018

Series 7

Date: 4/20/1985

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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