John White

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration

Active

Investment adviser registration

Active

Exams passed (4)

Series 63Series 65SIESeries 7

Registered states (52)

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Years in the industry (source record)

41

Professional designations

Not yet retrieved from the source record

Disclosures

Copied from the official record

Current firm

From the firm record

Firm

Fidelity Brokerage Services LLC

Firm CRD

7784

SEC number

Not yet retrieved from the source record

Assets under management

Not yet retrieved from the source record

Website

Not yet retrieved from the source record

Phone

Not yet retrieved from the source record

Firm location

Not yet retrieved from the source record

Employment history (31)

From the source registration record · current first

• Strategic Advisers LLCCurrent

  Arlington Heights, IL · IA capacity
  Mar 31, 2025 → present
• Fidelity Brokerage Services LLCCurrent

  Arlington Heights, IL · BD capacity
  Nov 30, 2015 → present
• Fidelity Brokerage Services LLCCurrent

  Smithfield, RI · BC capacity
  start not retrieved → present
• Fidelity Personal And Workplace Advisors

  IA capacity
  Jul 13, 2018 → Mar 31, 2025
• Strategic Advisers LLC

  IA capacity
  Sep 2, 2016 → Jul 13, 2018
• Valic Financial Advisors, Inc.

  BD capacity
  Jul 1, 2014 → Oct 8, 2015
• Valic Financial Advisors, Inc.

  IA capacity
  Jul 1, 2014 → Oct 8, 2015
• Td Ameritrade, Inc.

  BD capacity
  May 14, 2012 → Nov 25, 2013
• Td Ameritrade, Inc.

  IA capacity
  May 14, 2012 → Nov 25, 2013
• Amerivest Investment Management, LLC

  IA capacity
  May 14, 2012 → Nov 25, 2013
• Wells Fargo Advisors, LLC

  BD capacity
  Aug 19, 2011 → May 1, 2012
• Wells Fargo Advisors, LLC

  IA capacity
  Aug 19, 2011 → May 1, 2012
• Chase Investment Services Corp.

  BD capacity
  Oct 7, 2008 → Aug 19, 2011
• Chase Investment Services Corp.

  IA capacity
  Oct 7, 2008 → Aug 19, 2011
• Tiaa-Cref Advice And Planning Services

  IA capacity
  Sep 8, 2005 → Aug 5, 2008
• Tiaa-Cref Individual & Institutional Services, LLC

  BD capacity
  Sep 7, 2005 → Aug 5, 2008
• Banc Of America Investment Services, Inc.

  BD capacity
  Dec 5, 2003 → Mar 21, 2005
• Banc Of America Investment Services, Inc.

  IA capacity
  Dec 5, 2003 → Mar 21, 2005
• Abn Amro Financial Services, Inc.

  IA capacity
  Apr 10, 2002 → Dec 9, 2003
• Abn Amro Financial Services, Inc.

  BD capacity
  Apr 8, 2002 → Dec 9, 2003
• Harris Investors Direct, Inc.

  BD capacity
  Feb 5, 1997 → May 4, 1998
• Laughlin Group Advisors, Inc.

  BD capacity
  Feb 6, 1997 → Apr 24, 1998
• Elan Investment Services, Inc.

  BD capacity
  Aug 30, 1995 → Jan 17, 1997
• First Chicago Investment Services, Inc.

  BD capacity
  Dec 17, 1992 → Aug 21, 1995
• Banca Imi Securities Corp.

  BD capacity
  Sep 6, 1991 → Dec 8, 1992
• Forth Financial Securities, Corporation

  BD capacity
  Feb 22, 1991 → Sep 17, 1991
• Griffin Financial Services

  BD capacity
  Feb 7, 1990 → Nov 5, 1990
• Landmark Brokerage Services, Inc.

  BD capacity
  Aug 22, 1988 → Jan 23, 1990
• Capital Analysts, Incorporated

  BD capacity
  Feb 4, 1988 → Jun 24, 1988
• Merrill Lynch, Pierce, Fenner & Smith Incorporated

  BD capacity
  Mar 17, 1987 → Sep 21, 1987
• Dean Witter Reynolds Inc.

  BD capacity
  May 1, 1985 → Dec 20, 1986

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.