Jeffrey White
Jeffrey White is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Rockland, MA, with 37 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
800 Hingham Street, Suite 200 North, Rockland, MA, 02370
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an agent selling life, health, disability, annuities, and long-term care insurance, dedicating full-time hours to this activity. He is also the president of Harbor Insurance Group, LLC, focusing on sales, service, and conservation of insurance plans, taking about 10-20% of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Investors Capital Advisory
Investors Capital CORP.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations6 states
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