Jeremy Lee White

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 12/1998 → 08/2021
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 01/2000 → 08/2021
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2006 → 08/2018
  Blythe, White And Associates Pllc
  Paducah, KY
• 11/2012 → 08/2018
  Blythe White
  Paducah, KY
• 08/2021 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2021 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2000-02-24 → 2021-08-23
  Cetera Investment Advisers Llc
  Paducah, KY
  Paducah, KY

Other Businesses

1) ARISEN TECHNOLOGY CORPORATION, DIRECTOR, SECRETARY, OWNER, 1448 FAHLANDER DRIVE COLUMBUS OH, 11/1997, NIR, 1 HR/MONTH 0 HR/MONTH TRADING 2) JEREMY WHITE CPA PLLC, 2520 NEW HOLT ROAD SUITE A PADUCAH 42001, 10/2018, OWNER, TAX PREPARATION, NIR, 10 HR/MONTH 8 HR/MONTH TRADING 3) INSURANCE, 2520 NEW HOLT ROAD SUITE A PADUCAH 42001, 04/2001, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 10 HR/MONTH 10 HR/MONTH TRADING 4) JEREMY WHITE CPA, 2520 NEW HOLT ROAD SUITE A PADUCAH 42001, 06/2002, OWNER, AUTHOR, NIR, 0 HR/MONTH 0 HR/MONTH TRADING 5) FAMILY WEALTH STEWARDS, 2520 New Holt Road, Suite A, Paducah, KY 42001, 08/2026, Reg Rep, DBA Name, NIR, 150 HR/MO - 150 HR/MO TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-10-03

Other Names

• Jeremy Lee White