Jeffrey White
Jeffrey White is a registered investment advisor at Osaic Wealth, INC., based in Uhrichsville, OH, with 38 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
313 North Water Street, Uhrichsville, OH, 44683
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Regulatory History (1)
Customer Dispute
July 2006Other Business ActivitiesSells Insurance
Jeffrey owns White Financial Group, LLC, where he sells insurance, annuities, and provides financial planning. He also co-owns several other businesses, including a wine tasting room/restaurant, a retail outfitter, commercial real estate, and is a volunteer member of the Dennison Rotary Club.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
American General Securities Incorporated
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations43 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.