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JEFFREY JAMES WHITE
JEFF WHITE
CRD#: 5014348
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 BYRON CENTER, MI
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 BYRON CENTER, MI
Registration History
200620082010201220142016201820202022202420262 FIRMS2012 - 2014 (1 year)2 FIRMS2014 - 2016 (2 years)2 FIRMS2016 - 2022 (5 years)2 FIRMS2022 - Present (2 years)BFIFTH THIRD SECURITIES, INC. (CRD# 628)2008 - 2012 (3 years)BTHE HUNTINGTON INVESTMENT COMPANY (CRD# 16986)2007 - 2008 (1 year)BIFMG SECURITIES, INC. (CRD# 14416)2007 - 2007 (<1 year)BSIGNATOR INVESTORS, INC. (CRD# 468)2005 - 2007 (1 year)IAFIFTH THIRD SECURITIES, INC. (CRD# 628)2009 - 2012 (2 years)
License(s)

State Registrations

B
Alabama 5/18/2023

B
Montana 5/18/2023

B
Alaska 5/18/2023

B
Nebraska 5/18/2023

B
Arizona 11/29/2022

B
Nevada 5/18/2023

B
Arkansas 5/18/2023

B
New Hampshire 5/18/2023

B
California 5/18/2023

B
New Jersey 5/18/2023

B
Colorado 5/18/2023

B
New Mexico 5/18/2023

B
Connecticut 5/18/2023

B
New York 5/18/2023

B
Delaware 5/18/2023

B
North Carolina 5/18/2023

B
District of Columbia 5/18/2023

B
North Dakota 5/18/2023

B
Florida 5/18/2023

B
Ohio 5/19/2023

B
Georgia 5/18/2023

B
Oklahoma 5/18/2023

B
Hawaii 5/18/2023

B
Oregon 5/18/2023

B
Idaho 5/18/2023

B
Pennsylvania 5/18/2023

B
Illinois 5/18/2023

B
Puerto Rico 5/18/2023

B
Indiana 5/18/2023

B
Rhode Island 5/18/2023

B
Iowa 5/18/2023

B
South Carolina 5/18/2023

B
Kansas 5/18/2023

B
South Dakota 5/18/2023

B
Kentucky 5/18/2023

B
Tennessee 5/18/2023

B
Louisiana 5/18/2023

B
Texas 5/18/2023

B
Maine 5/18/2023

B
Utah 5/18/2023

B
Maryland 5/18/2023

B
Vermont 5/18/2023

B
Massachusetts 5/18/2023

B
Virgin Islands 5/18/2023

B
Michigan 11/15/2022

B
Virginia 5/18/2023

IA
Michigan 12/12/2022

B
Washington 5/18/2023

B
Minnesota 5/18/2023

B
West Virginia 5/18/2023

B
Mississippi 5/18/2023

B
Wisconsin 5/18/2023

B
Missouri 5/18/2023

B
Wyoming 5/18/2023

SRO Registrations

B
FINRA

B
New York Stock Exchange

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Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
BYRON CENTER, MI
Registered with this firm since 12/12/2022

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
BYRON CENTER, MI
100 CROSBY PARKWAY, COVINGTON, KY 41015
Registered with this firm since 11/15/2022

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
11/14/2016 - 09/26/2022 ADVICE AND PLANNING SERVICES (CRD#:20472) GRAND RAPIDS, MI
B
11/14/2016 - 09/26/2022 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CRD#:20472) GRAND RAPIDS, MI
IA
04/30/2014 - 11/02/2016 STRATEGIC ADVISERS, INC. (CRD#:104555) GRAND RAPIDS, MI
B
04/28/2014 - 11/01/2016 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) GRAND RAPIDS, MI
IA
07/16/2012 - 04/03/2014 PNC INVESTMENTS (CRD#:129052) KALAMAZOO, MI
B
07/11/2012 - 04/03/2014 PNC INVESTMENTS (CRD#:129052) KALAMAZOO, MI
IA
10/07/2009 - 06/28/2012 FIFTH THIRD SECURITIES, INC. (CRD#:628) KALAMAZOO, MI
B
09/15/2008 - 06/28/2012 FIFTH THIRD SECURITIES, INC. (CRD#:628) KALAMAZOO, MI
B
09/06/2007 - 09/02/2008 THE HUNTINGTON INVESTMENT COMPANY (CRD#:16986) BOYNE CITY, MI
B
02/07/2007 - 07/02/2007 IFMG SECURITIES, INC. (CRD#:14416) EVART, MI
B
09/08/2005 - 01/12/2007 SIGNATOR INVESTORS, INC. (CRD#:468) GRAND RAPIDS, MI
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Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.