Jeffrey Michael White

Financial advisor at Osaic Institutions, Inc.

Last updated 2026-10-10

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Jeffrey Michael White is a financial advisor at Osaic Institutions, Inc., CRD 2139762. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2002-04-03.

Registration

CRD number
2139762
Registration status
Active
IAPD registration
2002-04-03
Industry Experience
24 years
Work Experience
11 years
States registered
NC

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2015-08 to 2017-05 · First Citizens Investor Services · Raleigh, NC
  • 2017-05 to Present · Infinex Investments, Inc · Meriden, CT
  • 2017-05 to Present · First Bancorp · Ashville, NC

Current employment

SEC IAPD record for Jeffrey Michael White

Osaic Institutions, Inc.

Regulatory AUM
$6,494,001,878
Registered advisors
547
Offices
936
Clients per advisor
29.8 (Low)
Average AUM per client
$398.1K (Low)
High-net-worth client ratio
0.2% (Low)

Osaic Institutions, Inc.: advisors, services and reported ETF investments

About

Jeffrey Michael White is a financial advisor at Osaic Institutions, Inc.. Reported securities licenses include Series 63 and Series 65. The latest record indicates 24 years of industry experience and 11 years of reported work history. Reported roles include Infinex Investments, Inc, First Bancorp, First Citizens Investor Services.

Osaic Institutions, Inc.'s firm-level Form ADV reports 547 advisors across 936 offices; approximately 29.8 clients per advisor, average assets per client of $398,112, and regulatory AUM of $6.5B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, Educational Seminars or Workshops.

What this firm offers

Filed by Osaic Institutions, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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