Jeffrey James White

CRD 2183758 · Fidelity Brokerage Services LLC · Smithfield, RI

IA RegisteredBroker

Also appears in the source record as: James White; Jeffery James White; Jeffery White; Jeff J White; Jeff James White

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 66Series 63SIESeries 7Series 6
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · 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): 35
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

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 (15)

From the source registration record · current first

Strategic Advisers LLCCurrent
Granite Bay, CA · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Granite Bay, CA · BD capacity

Dec 9, 2021 → present
Fidelity Brokerage Services LLCCurrent
Smithfield, RI · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Dec 14, 2021 → Mar 31, 2025
Valic Financial Advisors, Inc.
IA capacity

May 4, 2021 → Nov 24, 2021
Valic Financial Advisors, Inc.
BD capacity

May 3, 2021 → Nov 24, 2021
Allstate Financial Services, LLC
BD capacity

Jun 3, 2020 → May 4, 2021
Allstate Financial Advisors, LLC
IA capacity

Jun 3, 2020 → May 4, 2021
Principal Securities, Inc.
IA capacity

Jan 15, 2010 → Jun 18, 2020
Principal Securities, Inc.
BD capacity

Jan 5, 2010 → Jun 18, 2020
Ameriprise Financial Services, Inc.
IA capacity

Nov 4, 2008 → Jan 6, 2010
Ameriprise Financial Services, Inc.
BD capacity

Sep 8, 2008 → Jan 6, 2010
Farmers Financial Solutions, LLC
BD capacity

Sep 8, 2003 → Dec 31, 2006
The Prudential Insurance Company Of America
BD capacity

Oct 30, 1991 → May 19, 1992
Pruco Securities Corporation
BD capacity

Oct 30, 1991 → May 19, 1992

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.

SEC IAPD record for CRD 2183758 ↗ FINRA BrokerCheck record for CRD 2183758 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.