linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jackson Stuart White

Truist Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jackson? Claim Your Profile

About Jackson Stuart White

Jackson Stuart White is a financial advisor with Truist Securities, Inc., based in Charlotte, North Carolina. Jackson has been in the financial services industry since 1996 and holds the Series 7, SIE, and Series 79TO licenses. Jackson has previous experience with Piper Jaffray & Co., Edgeview Capital Securities, LLC, Wells Fargo Securities, LLC, CIBC World Markets Corp., Goldman, Sachs & Co., Salomon Brothers Inc., and Smith Barney Inc..

Firm Information

Jackson White is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jackson White’s Registration & Firm History

NC

12/10/2018 - Present

Truist Securities, Inc. (CHARLOTTE NC)

NC

07/17/2013 - 04/03/2017

PIPER JAFFRAY & CO. (CHARLOTTE NC)

NC

06/16/2011 - 07/18/2013

EDGEVIEW CAPITAL SECURITIES, LLC (CHARLOTTE NC)

NC

01/27/2005 - 06/08/2011

WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)

NY

05/14/2001 - 02/08/2005

CIBC WORLD MARKETS CORP. (NEW YORK NY)

NY

04/14/1998 - 05/09/2001

GOLDMAN, SACHS & CO. (NEW YORK NY)

NY

11/29/1997 - 04/15/1998

SALOMON BROTHERS INC. (NEW YORK NY)

NY

09/19/1994 - 04/15/1998

SMITH BARNEY INC. (NEW YORK NY)

Not sure if Jackson Stuart White is right for you?

Licenses & Designations

BC

Issued 07/31/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 04/03/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jackson Stuart White.
Not sure if Jackson Stuart White is right for you?