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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn White is an investment advisor representative with Ameriprise Financial Services, LLC. John is licensed to offer investment advice and securities products in 15 states. John has been in the financial services industry for over 11 years, beginning with Edward Jones in 2011. John has a Series 7, Series 66, and SIE licenses, and holds a bachelor's degree from The University of Texas at Austin. John's primary focus is on providing financial advice to individuals, families, and businesses. John is also licensed to provide investment advice to charitable organizations, pension and profit-sharing plans, and corporations.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation 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.
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2
TX
01/12/2022 - Present
Ameriprise Financial Services, LLC (SAN ANTONIO TX)
TX
09/20/2021 - 01/07/2022
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
OR
09/19/2011 - 09/01/2021
EDWARD JONES (CENTRAL POINT OR)
BOTH
Issued 09/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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