John Walter White

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 05/1993 → Present
  Guardian Life Ins. Company
  New York, NY
• 05/1994 → 01/2025
  Lincoln Financial Advisors Corporation
  Alpharetta, GA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Alpharetta, GA

Previous Registrations

• 2015-08-20 → 2025-01-24
  Osaic Fa, Inc.
  Alpharetta, GA
  Cumming, GA

Other Businesses

1) JOHN W. WHITE JR 7100 SURREY POINT ALPHARETTA, GA, 30009. CATEGORY:INSURANCE INVESTMENT-RELATED:YES TITLE: AGENT DUTIES: OFFERING FIXED ANNUITIES START DATE:7/8/2010 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS:1 2) JOHN WHITE 7100 SURREY POINT ALPHARETTA, GA 30009 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE INDIVIDUAL HEALTH INSURANCE POLICIES. START DATE: 1/1/2022 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 1

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-07-03

Designations

• Certified Financial Planner

Other Names

• John Walter Jr White