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Samantha Jo White

VOYA FINANCIAL ADVISORS
EUGENE, OR
·CRD# 6449513·11 years experience

Professional Summary

Samantha Jo White, who also goes by Samantha Jo Humphres, is a registered financial advisor currently at VOYA FINANCIAL ADVISORS, INC. located in Eugene, Oregon. Samantha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Samantha has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Samantha Jo Humphres

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EUGENE, OR · CRD#
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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

11 years in the financial services industry

Current & Past Employments

VOYA FINANCIAL ADVISORS, INC.·CRD# 2882
RIA
BD
590 Pearl St Ste 218, Eugene, OR 97401
October 20, 2016 - Present
VOYA FINANCIAL ADVISORS, INC.·CRD# 2882
RIA
BD
590 Pearl St Ste 218, Eugene, OR 97401
September 26, 2016 - Present
STIFEL, NICOLAUS & COMPANY, INCORPORATED·CRD# 793
RIA
Medford, OR
October 2, 2015 - September 8, 2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED·CRD# 793
BD
Medford, OR
July 28, 2015 - September 8, 2016

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Current Firm

VOYA FINANCIAL ADVISORS, INC.
VOYA FINANCIAL ADVISORS, INC.

ING FINANCIAL PARTNERS, INC | WASHINGTON SQUARE SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | VARIABLE LIFE BROKERAGE DISTRIBUTORS | NWNL MANAGEMENT CORPORATION | ING FINANCIAL PARTNERS, INC.

CRD#: 2882 / SEC#: 801-46585, 8-13987
RIA
Registered Investment Advisory firm - SEC (7/11/1994 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

Contact Information

Main Address

One Orange Way, Windsor, CT 06095

Mailing Address

One Orange Way, Windsor, CT 06095

Phone Number

+1 (800) 356-2906

Established

Minnesota since 04/26/1968

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Large

# of Employees

638

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV: FIRM BROCHURE (9/16/2026)

Direct owners and executive officers

NamePositionCRD#
VOYA HOLDINGS INC.100% SHAREHOLDER—
BOHN, FREDERICK HENRYCHIEF FINANCIAL OFFICER5791728
DEPRATTI, JOHN JVP, OPERATIONS PRINCIPAL2927917
PAASCH, STEPHAN ANTHONYCHIEF COMPLIANCE OFFICER2968516
REILLY, JONATHAN FRANCISPRESIDENT2039032

Regulatory Assets Under Management

Total Number of Accounts

16,337

AUM (Assets Under Management)

$3,870,673,693

Disclosures

Regulatory Event

36

Arbitration

9

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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.

NAME OF ENTITY: SAMANTHA White NOTARY; No; 975 Oak St Suite 410; EUGENE; OR; 97401; NOTARY PUBLIC; NOTARY; 4/15/2017; 1; 1; NOTARIZE DOCUMENTS| NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 975 Oak St Suite 410; Eugene; OR; 97401; Fixed Insurance Sales; Independent Insurance Agent; 1/20/2017; 0; 0; Sale of fixed insurance products| NAME OF ENTITY: Cypress Wealth Advisers; Yes; 975 Oak St Suite 410; Eugene; OR; 97401; financial services / DBA; Financial Adviser; 6/1/2021; 160; 160; sale and service of insurance, securities, and investment products|

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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".
VOYA FINANCIAL ADVISORS, INC.
VOYA FINANCIAL ADVISORS, INC.

ING FINANCIAL PARTNERS, INC | WASHINGTON SQUARE SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | VARIABLE LIFE BROKERAGE DISTRIBUTORS | NWNL MANAGEMENT CORPORATION | ING FINANCIAL PARTNERS, INC.

CRD#: 2882 / SEC#: 801-46585, 8-13987
RIA
Registered Investment Advisory firm - SEC (7/11/1994 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(5/25/2018)
RR
Idaho
(1/7/2026)
RR
Montana
(8/8/2025)
RR
Oregon
(9/26/2016)
IAR
Oregon
(10/20/2016)
RR
Pennsylvania
(7/1/2026)
RR
Texas
(7/25/2025)
IAR
Texas
(7/25/2025)
RR
Washington
(7/3/2018)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2015About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2015About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Samantha Jo White's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Samantha Jo White's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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