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Nicholas White

Edward Jones

Beaverton, OR

Hillsboro, OR

CRD 6641789

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-06-30
OR RA APPROVED 2018-06-29
  • TX RA
    APPROVED_RES
    Since 2021-06-30
  • OR RA
    APPROVED
    Since 2018-06-29

Branch Locations

Beaverton, OR • United States

1322 Ne Orenco Station Pkwy Ste 250, Hillsboro, OR 97124-5424 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 09/2017 Present
Graceland University Lamoni IA 08/2016 05/2017
Graceland University Lamoni IA 05/2017 08/2017
  • 09/2017 → Present
    Edward Jones
    St Louis, MO
  • 08/2016 → 05/2017
    Graceland University
    Lamoni, IA
  • 05/2017 → 08/2017
    Graceland University
    Lamoni, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-09
  • S66 Uniform Combined State Law Examination
    2017-12-09
Designations
  • Certified Financial Planner
Other Names
  • Nicholas Isaac White

View on SEC IAPD

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