JW
JW

James White

24 Years of Experience
Dublin, OH
Broker

James White is a registered investment advisor at Morgan Stanley, based in Dublin, OH, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

545 Metro Place South, Suite 300, Dublin, OH, 43017

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

James is a partner in several investment-related entities, including Whiteford Investment Company, White Family Real Estate Holdings, Wholesome Group, SSW/JFW Investment Co, and White Family Companies, Inc. He also serves on the advisory board for the Toledo Walleye Hockey Club and as a manager for Whiteford Cousins, LLC, and is a board member for OneOhio Recovery Foundation.

Employment History
Current Registrations
Morgan Stanley
July 2020 - Present · 5 yrs 10 mos
Morgan StanleyBroker
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2002 - August 2020 · 17 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2001 - August 2020 · 18 yrs 9 mos
State Registrations49 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
James White - Financial Advisor | TrueAdvisor