Jeffrey Lee White

Current Employers

Employment History

• 10/2002 → Present
  Aig American General Life Insurance Company
  Uhrichsville, OH
• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Uhrichsville, OH

Previous Registrations

• 2008-10-31 → 2023-09-01
  Osaic Services, Inc.
  Uhrichsville, OH
• 2007-01-29 → 2008-10-31
  American General Securities Incorporated
  Uhrichsville, OH

Other Businesses

1) WHITE FINANCIAL GROUP, LLC POSITION: OWNER; NATURE: LLC; NUMBER OF HOURS: 250 INVESTMENT RELATED HOURS: 172 START DATE: 01/01/1984 ADDRESS: 311 NORTH WATER ST, UHRICHSVILLE OH 44683 DESCRIPTION: Selling Insurance, annuities, financial planning for clients. 2) 311 LTD POSITION: CO-OWNER; NATURE: LLC; INVESTMENT RELATED: NO NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 0 START DATE: 11/18/2013 ADDRESS: 311 NORTH WATER ST, UHRICHSVILLE OH 44683 DESCRIPTION: CO-OWNER OF WINE TASTING ROOM/RESTAURANT WITH SPOUSE AND DAUGHTER. 3) STILLWATER OUTFITTERS, LTD POSITION: CO-OWNER; NATURE: LLC; INVESTMENT RELATED: YES; NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 0 START DATE: 10/11/2013 ADDRESS: 228 NORTH WATER ST, UHRICHSVILLE OH 44683 DESCRIPTION: Co-owner with family a retail Outfitters business. 4) STILLWATER LANDING LTD POSITION: CO-OWNER; NATURE: LLC; INVESTMENT RELATED: YES; NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 0 START DATE: 11/18/2013 ADDRESS: 228 NORTH WATER ST, UHRICHSVILLE OH 44683 DESCRIPTION: Own Retail building with spouse that houses our Outfitters store and two unfinished apartments. 5) UHRICH'S MILL LOFTS POSITION: Co-owner NATURE: LLC with my spouse INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2017 ADDRESS: 313 N Water St, Uhrichsville, OH 44683, United States DESCRIPTION: Co-owner with my spouse in LLC as owners of Commercial Real Estate in which my office is a part of, apartments on second floor, and our co-owned LLC, 311 Wine Room. My wife handles most of clerical duties associated with business and I do repairs, maintenance, and other duties as needed for the rental properties. 6.STILLWATER LANDING LTD. POSITION: Partner - NATURE: Limited Liability Company - INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2013 ADDRESS: 228 North Water St, Uhrichsville OH 44683, United States DESCRIPTION: co-owner with spouse and family building to operate an Outfitters retail store, Stillwater Outfitters, LTD to market kayaks and outdoor equipment to the general public. Business opened in 2013

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-19
• S63 Uniform Securities Agent State Law Examination
  1994-02-04

Other Names

• Jeff White
• Jeffrey L White