JW
JW

John Andrew White

22 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
963 clients
Average Client Portfolio
$192K average
Assets Under Management
$185.2M

Fee Structure

Minimum Investment:$25K
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Location

Carrollton, GA

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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 ActivitiesSells Insurance

John is a sole proprietor offering advisory and insurance services as an insurance agent since 2011. He dedicates full-time hours to offering insurance products and services to clients and prospects.

Employment History
Current Registrations
Advisor Share Wealth Management, LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Sequent Planning, LLC
December 2020 - September 2024 · 3 yrs 9 mos
Financial Guideposts
January 2016 - December 2020 · 4 yrs 11 mos
Gradient Advisors, LLC
August 2012 - January 2016 · 3 yrs 5 mos
Financial Guideposts- "the Client's Fiduciary"
July 2011 - August 2012 · 1 yr 1 mo
Cambridge Legacy Advisors, INC.
March 2010 - July 2011 · 1 yr 4 mos
H. Beck, INC.
November 2006 - March 2010 · 3 yrs 4 mos
Ssn Advisory, INC.
February 2006 - November 2006 · 9 mos
Intersecurities, INC.
November 2002 - January 2006 · 3 yrs 2 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.