Jack D. White

Some features on this profile are disabled

CRD#: 2254964

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jack David White, CFP®, who also goes by Jack White, was a registered financial professional .

Jack is a previously registered financial professional and started their career in finance in 1992. Jack had worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Core Areas of Focus

Investment Advice with Ongoing Management

Medical Professionals

Middle Income Client Needs

Retirement Plan Investment Advice

Socially Responsible Investments

Biography

See Fidelis website for additional information:  www.fidelisfp.com

Question & Answer

What are your service offerings?

Budgeting

Employee and Employer Plan Ben...

Comprehensive Financial Planni...

Business Succession Planning

Estate Planning

Are you a "fiduciary"?

Aliases

Jack 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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 1997

Experience

Past

November 1, 2006 - March 27, 2026

FIDELIS FINANCIAL PLANNING, LLC

RIA

CRD#: 141698

SAINT CHARLES, MO

Past

January 12, 2005 - October 31, 2006

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

ST. LOUIS, MO

Past

January 4, 2005 - October 31, 2006

CETERA WEALTH SERVICES, LLC

CRD#: 13572

ST. LOUIS, MO

Past

August 14, 2002 - December 9, 2004

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

ST CHARLES, MO

Past

August 7, 2002 - December 9, 2004

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

May 15, 2002 - August 13, 2002

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

LINCOLN, NE

Past

September 13, 1996 - May 14, 2002

FFP SECURITIES, INC.

CRD#: 16337

CHESTERFIELD, MO

Past

August 6, 1993 - October 16, 1996

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

July 13, 1992 - August 10, 1993

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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".

FIDELIS FINANCIAL PLANNING, LLC

CRD#: 141698 / SEC#: 801-131701

RIA

Registered Investment Advisory firm - (1/2/2025 Approved)

Missouri

Registered Investment Advisory firm - (1/14/2025 Terminated)

Ohio

Registered Investment Advisory firm - (12/31/2009 Terminated)

Texas

Registered Investment Advisory firm - (1/14/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/23/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/14/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/9/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/31/1994

General Securities Principal Examination

Current Firm

FIDELIS FINANCIAL PLANNING, LLC

CRD#: 141698 / SEC#: 801-131701

RIA

Registered Investment Advisory firm - (1/2/2025 Approved)

Missouri

Registered Investment Advisory firm - (1/14/2025 Terminated)

Ohio

Registered Investment Advisory firm - (12/31/2009 Terminated)

Texas

Registered Investment Advisory firm - (1/14/2025 Terminated)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

42 Portwest Ct, Saint Charles, MO 63303-5958

Mailing Address

Phone number

(636) 922-9252

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELIS FINANCIAL PLANNING, LLC ADV PART 2 (5/29/2025)

Regulatory assets under management

Total Number of Accounts	500
AUM (Assets Under Management)	$ 142,000,000

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.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

Helena, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

Estero, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jack D. White

Professional summary

Core Areas of Focus

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

FIDELIS FINANCIAL PLANNING, LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

ALLSTATE FINANCIAL SERVICES, LLC

FFP SECURITIES, INC.

LPL FINANCIAL LLC

EDWARD JONES

Primary Firm SEC Registration

FIDELIS FINANCIAL PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/23/1994

Series 63

Date: 7/14/1992

Series 7

Date: 7/9/1992

Series 24

Date: 10/31/1994

Current Firm

FIDELIS FINANCIAL PLANNING, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIDELIS FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

Similar Advisors