Justin Taylor White

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → 03/2020
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 08/2011 → 03/2020
  Charles Schwab Bank
  Lone Tree, CO
• 03/2020 → 05/2022
  American Financing Corporation
  Aurora, CO
• 05/2022 → 08/2025
  Fidelity Investments
  Greenwood Village, CO
• 03/2025 → 08/2025
  Fidelity Investments
  Boston, MA
• 09/2025 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO

Previous Registrations

• 2025-03-31 → 2025-09-05
  Strategic Advisers Llc
  Parker, CO
  Greenwood Village, CO
  Boston, MA
• 2022-06-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO
• 2011-09-07 → 2020-04-03
  Charles Schwab & Co., Inc.
  Englewood, CO
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2022-05-17
• S63 Uniform Securities Agent State Law Examination
  2008-08-01

Designations

• Certified Financial Planner

Other Names

• Justin Taylor White
• Justin White