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Jared David White

LPl Financial LLC

Southbury, CT

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-05-08
TX RA APPROVED_RES 2026-05-08
  • CT RA
    APPROVED
    Since 2026-05-08
  • TX RA
    APPROVED_RES
    Since 2026-05-08

Branch Locations

900 Main St South Ste 200, Southbury, CT 06488 • 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
Cetera Advisor Networks Llc El Segundo CA 09/2013 11/2016
Cetera Advisor Networks Llc El Segundo CA 01/2017 05/2026
Kestra Investment Services, Llc Southbury CT 11/2016 05/2026
Kestra Advisory Services, Llc Southbury CT 11/2016 05/2026
Lpl Financial Southbury CT 05/2026 Present
  • 09/2013 → 11/2016
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 01/2017 → 05/2026
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 11/2016 → 05/2026
    Kestra Investment Services, Llc
    Southbury, CT
  • 11/2016 → 05/2026
    Southbury, CT
  • 05/2026 → Present
    Lpl Financial
    Southbury, CT
Previous Registrations
  • 2016-11-07 → 2026-05-13
    Southbury, CT
    Austin, TX
    Burlington, CT
  • 2013-09-03 → 2016-11-08
    Cetera Wealth Services, Llc
    Southbury, CT
  • 2012-10-18 → 2013-09-03
    Walnut Street Securities, Inc.
    Southbury, CT
  • 2009-11-13 → 2012-08-31
    Shelton, CT
  • 2007-03-01 → 2009-11-06
    Weehawken, NJ
    Weehawken, NJ
    Stamford, CT
Other Businesses

1.05/08/2026; Jared White Real Estate Holdings LLC; Real Estate Rental; Investment Related; Burlington,CT; Start Date 03/05/2026; 1hrs/mth; 0hrs during trading 2.05/08/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name True Compass Advisors; Investment Related; at Reported Business Location(s); Start Date 05/08/2026; 160hrs/mth; 160hrs during trading 3.08/11/2026; True North Connecticut, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 04/20/2026; 140hrs/mth; 28hrs during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-28
  • S66 Uniform Combined State Law Examination
    2007-02-28

View on SEC IAPD

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