AdFi
JM

Jeffrey Michael White

Investment Adviser Representative at OSAIC INSTITUTIONS, INC.

Asheville, NCCRD #2139762Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
30 yrs
States Registered
9 states
Exams Passed
8

Registrations & licenses

Registration type
Dual-registered
Registered in 9 states
AlabamaCaliforniaFloridaGeorgiaHawaiiNorth CarolinaSouth CarolinaWashingtonWest Virginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/10/1996
Series 63
Uniform Securities Agent State Law Examination
Passed 5/12/1995
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 5/26/2000
Series 2
Non-Member General Securities Examination
Passed 9/25/1996
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/12/1995
Series 24
General Securities Principal Examination
Passed 11/27/2000
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 8/19/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.025
Account minimum: $5,500

Firm-stated minimum; may be waived at the firm's discretion.

Source

Osaic Institutions, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

OSAIC INSTITUTIONS, INC.Current
5/31/2017Asheville, NC
FIRST CITIZENS INVESTOR SERVICES, INC.
9/2/20155/30/2017Black Mountain, NC
AMERIPRISE FINANCIAL SERVICES, INC.
4/29/20139/16/2013Asheville, NC
BB&T INVESTMENT SERVICES, INC.
10/31/20069/21/2012Asheville, NC
WADDELL & REED, INC.
1/3/20062/13/2006Manchester, NH
PRIMEVEST FINANCIAL SERVICES, INC.
4/3/20021/10/2005Keene, NH

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Michael White has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jeffrey Michael White - Financial Advisor in Asheville, NC | AdvisorFinder