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Andrew Jesse White

Evercore Group LLC

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About Andrew Jesse White

Andrew Jesse White is a financial advisor with over 14 years of experience in the financial services industry. Andrew is currently registered with Evercore Group LLC, a firm with a wide range of financial services offerings. Previously, Andrew was registered with UBS Securities LLC and Deutsche Bank Securities Inc., gaining valuable experience in various aspects of the financial market. Andrew is a holder of Series 7, Series 63, Series 79TO and SIE licenses. Andrew is licensed to provide financial advice in multiple states across the country.

Firm Information

Andrew White is currently registered with Evercore Group LLC. Evercore Group LLC is a Limited Liability Company formed in April 2006. The firm is registered with the SEC and in 37 states.

Not reported

Assets Under Management

Not reported

Total Clients

805

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Andrew White’s Registration & Firm History

NY

04/02/2014 - Present

Evercore Group LLC (NEW YORK NY)

NY

09/29/2010 - 03/26/2014

UBS SECURITIES LLC (NEW YORK NY)

NY

09/16/2008 - 08/27/2010

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/19/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Andrew Jesse White.
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