TrueAdvisor
TrueAdvisor
JW
JW

Jamie Leigh White

Macquarie Investment Management Business Trust
14 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Macquarie Investment Management Business Trust
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
377 clients
Average Client Portfolio
$506.5M average
Assets Under Management
$191.0B

Fee Structure

Financial Planning:Investment management only

Location

610 Market Street, Philadelphia, PA, 19106

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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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Employment History
Current Registrations
Macquarie Investment Management Business Trust
April 2020 - Present · 5 yrs 10 mos
Delaware Distributors, L.P.Broker
November 2012 - Present · 13 yrs 3 mos
Previous Registrations
Delaware Capital Management Advisers, INC
November 2012 - April 2020 · 7 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2012 - October 2012 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2011 - October 2012 · 1 yr 4 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.