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Jeffrey White

Mesirow Financial, Inc.

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About Jeffrey White

Jeffrey White is a registered representative at Mesirow Financial, Inc. based in Chicago. Jeffrey has over 37 years of experience in the financial industry and holds a Series 7, 24, 3, 5, 63, and SIE license. Jeffrey is a member of FINRA. In addition to his current employment with Mesirow Financial, Jeffrey has prior experience with Vining-Sparks IBG, LLC, Prescott, Ball & Turben, Inc., Blunt Ellis & Loewi Incorporated, and Robert W. Baird & Co. Incorporated. Mesirow Financial, Inc. is a financial services company providing investment management, capital markets, and advisory services to individuals and institutions.

Firm Information

Jeffrey White is currently registered with Mesirow Financial, Inc.. Mesirow Financial, Inc. is a corporation formed in October 1982. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

143

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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Jeffrey White’s Registration & Firm History

IL

06/14/2022 - Present

Mesirow Financial, Inc. (CHICAGO IL)

IL

04/01/2002 - 05/20/2022

VINING-SPARKS IBG, LLC (CHICAGO IL)

IL

08/30/2000 - 04/17/2002

MESIROW FINANCIAL, INC. (CHICAGO IL)

MO

09/04/1990 - 08/22/2000

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NA

05/17/1988 - 09/04/1990

PRESCOTT, BALL & TURBEN, INC.

NA

08/24/1987 - 03/05/1988

BLUNT ELLIS & LOEWI INCORPORATED

NA

05/21/1986 - 09/01/1987

ROBERT W. BAIRD & CO. INCORPORATED

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Licenses & Designations

BC

Issued 06/02/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/02/1995

Series 24 - General Securities Principal 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 09/17/1986

Series 5 - Interest Rate Options Examination

BC

Issued 09/05/1986

Series 3 - National Commodity Futures Examination

BC

Issued 05/17/1986

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 Jeffrey White.
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