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Jeffrey Alan White

FCI Advisors

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About Jeffrey Alan White

Jeffrey Alan White is a registered Investment Advisor Representative with FCI Advisors. Jeffrey has been in the industry since 2001 and is licensed to provide investment advice in Kansas. Jeffrey has a strong background in financial planning and portfolio management for both individuals and institutions. He specializes in asset allocation, portfolio management, and financial planning. Jeffrey is also a published author and provides educational seminars on various financial topics.

Firm Information

Jeffrey White is currently registered with FCI Advisors. FCI Advisors is an investment advisor based in Overland Park, KS. They provide a range of advisory services including financial planning, asset allocation, portfolio management, and selection of other advisors. They manage approximately $15 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and investment companies.
FCI Advisors

5901 COLLEGE BOULEVARD

OVERLAND PARK, KS 66211

$15.08B

Assets Under Management

5

Total Clients

39

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation services

Asset allocation services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey White’s Registration & Firm History

KS

10/21/2011 - Present

FCI Advisors (OVERLAND PARK KS)

KS

06/01/2006 - 06/16/2006

M&I BROKERAGE SERVICES, INC. (OVERLAND PARK KS)

KS

09/20/2001 - 06/01/2006

GOLD CAPITAL MANAGEMENT INC. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 10/20/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/25/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/19/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Alan White.
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