William Chase White

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2011 → 11/2024
  Edward Jones
  St Louis, MO
• 12/2024 → Present
  Raymond James Financial Services, Inc.
  Raleigh, NC
• 12/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Raleigh, NC

Previous Registrations

• 2012-02-27 → 2024-12-02
  Edward Jones
  Raleigh, NC
  St Louis, MO
  Raleigh, NC

Other Businesses

(1)Name of Business: Address: 2828 Pickett Rd Ste 100, Durham, NC, 27705-5613, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/15/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Subleasing office space to other RJ advisors within the OSJ. (2)Name of Business: Ammo Chaser Address: 4013 Huckleberry Dr, Raleigh, NC, 27612, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 03/06/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: It is an ammunition distribution business, mainly to be used for friends and family to be able to purchase ammunition at a discount. (3)Name of Business: FCAG Address: 2828 Pickett Rd Ste 100, Durham, NC, 27705-5613, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: No responsibilities (4)Name of Business: W.C. White Private Wealth, L.L.C. Address: 2828 Pickett Rd Ste 100, Durham, NC, 27705-5613, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 12/02/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: W.C. White Private Wealth is the DBA for my business that is affiliated with Raymond James.

Exams

• S66 Uniform Combined State Law Examination
  2011-12-02

Designations

• Certified Financial Planner

Other Names

• Chase White