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Jeremy Sherman White

Integrated Wealth Concepts LLC

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About Jeremy Sherman White

Jeremy Sherman White is a financial advisor with over 20 years of experience in the industry. Jeremy is registered with the state of Florida and is a registered representative of Integrated Wealth Concepts LLC. Jeremy has a diverse background in financial services, having worked with firms like Lincoln Financial Advisors Corporation and Ameriprise Financial Services, Inc. Jeremy is dedicated to helping clients achieve their financial goals and provides a variety of services, including financial planning, portfolio management, and investment advice.

Firm Information

Jeremy White is currently registered with Integrated Wealth Concepts LLC. Integrated Wealth Concepts LLC is an investment advisory firm based in Waltham, Massachusetts. With over 190 licensed agents and 423 individuals working in investment advisory functions, they manage over $13.5 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and pension plans. The firm offers a range of services, including financial planning, portfolio management, and pension consulting.
Integrated Wealth Concepts LLC

200 5TH AVENUE

WALTHAM, MA 02451

$13.50B

Assets Under Management

6

Total Clients

333

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 individuals

Personalized portfolio management to meet individual financial objectives.

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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Jeremy White’s Registration & Firm History

FL

05/04/2018 - Present

Integrated Wealth Concepts LLC (MIAMI FL)

MA

08/12/2008 - 10/11/2016

LINCOLN FINANCIAL ADVISORS CORPORATION (WALTHAM MA)

MA

09/22/2003 - 08/19/2008

AMERIPRISE FINANCIAL SERVICES, INC. (CHARLESTOWN MA)

MN

09/22/2003 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 06/17/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeremy Sherman White. Review regulatory record here.
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