JW
Jeffrey J. White
STRATEGIC ADVISERS LLC
COVINGTON, KY
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CRD#: 5014348
JW
Professional summary
Jeffrey James White, who also goes by Jeff White, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Covington, Kentucky and FIDELITY BROKERAGE SERVICES LLC located in Covington, Kentucky.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jeffrey has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff 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.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey James White's 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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 100 Crosby Pkwy, Covington, KY 41015-4325RIA
CRD#: 104555
COVINGTON, KY
Current
November 15, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 100 Crosby Parkway, Covington, KY 41015BD
CRD#: 7784
Covington, KY
Past
December 12, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BYRON CENTER, MI
Past
November 14, 2016 - September 26, 2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
GRAND RAPIDS, MI
Past
November 14, 2016 - September 26, 2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
GRAND RAPIDS, MI
Past
April 30, 2014 - November 2, 2016
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
GRAND RAPIDS, MI
Past
April 28, 2014 - November 1, 2016
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
GRAND RAPIDS, MI
Past
July 16, 2012 - April 3, 2014
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
KALAMAZOO, MI
Past
July 11, 2012 - April 3, 2014
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
KALAMAZOO, MI
Past
October 7, 2009 - June 28, 2012
FIFTH THIRD SECURITIES, INC.
RIA
CRD#: 628
KALAMAZOO, MI
Past
September 15, 2008 - June 28, 2012
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
KALAMAZOO, MI
Past
September 6, 2007 - September 2, 2008
THE HUNTINGTON INVESTMENT COMPANY
BD
CRD#: 16986
BOYNE CITY, MI
Past
February 7, 2007 - July 2, 2007
IFMG SECURITIES, INC.
BD
CRD#: 14416
EVART, MI
Past
September 8, 2005 - January 12, 2007
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
GRAND RAPIDS, MI
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
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.RR
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
RR
Alabama(5/18/2023)
RR
Alaska(5/18/2023)
RR
Arizona(11/29/2022)
RR
Arkansas(5/18/2023)
RR
California(5/18/2023)
RR
Colorado(5/18/2023)
RR
Connecticut(5/18/2023)
RR
Delaware(5/18/2023)
RR
District of Columbia(5/18/2023)
RR
Florida(5/18/2023)
RR
Georgia(5/18/2023)
RR
Hawaii(5/18/2023)
RR
Idaho(5/18/2023)
RR
Illinois(5/18/2023)
RR
Indiana(5/18/2023)
RR
Iowa(5/18/2023)
RR
Kansas(5/18/2023)
RR
Kentucky(5/18/2023)
IAR
Kentucky(6/10/2025)
RR
Louisiana(5/18/2023)
RR
Maine(5/18/2023)
RR
Maryland(5/18/2023)
RR
Massachusetts(5/18/2023)
RR
Michigan(11/15/2022)
RR
Minnesota(5/18/2023)
RR
Mississippi(5/18/2023)
RR
Missouri(5/18/2023)
RR
Montana(5/18/2023)
RR
Nebraska(5/18/2023)
RR
Nevada(5/18/2023)
RR
New Hampshire(5/18/2023)
RR
New Jersey(5/18/2023)
RR
New Mexico(5/18/2023)
RR
New York(5/18/2023)
RR
North Carolina(5/18/2023)
RR
North Dakota(5/18/2023)
RR
Ohio(5/19/2023)
RR
Oklahoma(5/18/2023)
RR
Oregon(5/18/2023)
RR
Pennsylvania(5/18/2023)
RR
Puerto Rico(5/18/2023)
RR
Rhode Island(5/18/2023)
RR
South Carolina(5/18/2023)
RR
South Dakota(5/18/2023)
RR
Tennessee(5/18/2023)
RR
Texas(5/18/2023)
RR
Utah(5/18/2023)
RR
Vermont(5/18/2023)
RR
Virgin Islands(5/18/2023)
RR
Virginia(5/18/2023)
RR
Washington(5/18/2023)
RR
West Virginia(5/18/2023)
RR
Wisconsin(5/18/2023)
RR
Wyoming(5/18/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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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
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 |
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.
