Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Justin White is a financial advisor registered with William Blair. James Justin White has been in the industry since October 18, 1989. James Justin White is registered as a Broker and Investment Advisor Representative. James Justin White has offices in Chicago, IL. James Justin White is also registered with UBS Global Asset Management (US) Inc. and Funds Distributor, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Equity research services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
04/16/2010 - Present
William Blair (CHICAGO IL)
IL
10/02/2001 - 03/25/2010
UBS GLOBAL ASSET MANAGEMENT (US) INC. (CHICAGO IL)
ME
04/09/2001 - 09/10/2001
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
CA
02/26/1999 - 01/25/2001
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
NY
11/21/1994 - 01/22/1998
PIMCO FUNDS DISTRIBUTION COMPANY (NEW YORK NY)
CA
04/28/1993 - 11/21/1994
PACIFIC MUTUAL DISTRIBUTORS, INC. (NEWPORT BEACH CA)
CA
07/05/1989 - 08/13/1991
PACIFIC MUTUAL DISTRIBUTORS, INC. (NEWPORT BEACH CA)
NA
03/24/1988 - 05/22/1989
HAMBRECHT & QUIST INCORPORATED
NA
01/21/1987 - 03/28/1988
MORGAN STANLEY & CO., INCORPORATED
NA
12/21/1982 - 06/15/1983
DEAN WITTER REYNOLDS INC.
IA
Issued 03/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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