Jeffrey James White

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• 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

• 04/2014 → 10/2016
  Fidelity Brokerage Services Llc
  Grand Rapids, MI
• 11/2016 → 09/2022
  Tiaa-Cref Individual & Institutional Services, Llc
  Grand Rapids, MI
• 11/2016 → 09/2022
  Tiaa
  Grand Rapids, MI
• 04/2014 → 10/2016
  Strategic Advisers, Inc.
  Grand Rapids, MI
• 09/2022 → Present
  Fidelity Investments
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-12-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Byron Center, MI
• 2016-11-14 → 2022-09-26
  Tiaa-Cref Individual & Institutional Services, Llc
  Grand Rapids, MI
• 2014-04-30 → 2016-11-02
  Strategic Advisers Llc
  Grand Rapids, MI
• 2012-07-16 → 2014-04-03
  Pnc Wealth Management Llc
  Kalamazoo, MI
  Kalamazoo, MI
  Portage, MI
  Kalamazoo, MI
  Kalamazoo, MI
  Kalamazoo, MI
  Parchment, MI
  Kalamazoo, MI
  Kalamazoo, MI
  Kalamazoo, MI
  Paw Paw, MI
  Gobles, MI
  Portage, MI
  Hartford, MI
  Vicksburg, MI
  Portage, MI
• 2009-10-07 → 2012-06-28
  Fifth Third Securities, Inc.
  Evanston, IL
  Evanston, IL
  Highland Park, IL
  Wilmette, IL
  Kalamazoo, MI
  Portage, MI
  Portage, MI
  Niles, IL
  Niles, IL
  Rosemont, IL
  Skokie, IL
  Glenview, IL
  Kalamazoo, MI
  Kalamazoo, MI
  Kalamazoo, MI
  Kalamazoo, MI
  Portage, MI
  Kalamazoo, MI

Exams

• S66 Uniform Combined State Law Examination
  2009-10-06
• S63 Uniform Securities Agent State Law Examination
  2005-11-11

Other Names

• Jeff White