Joel Courtney White

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 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:

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

Current Employers

Employment History

• 10/1993 → 06/2019
  Mass Mutual Life Insurance Co.
  Springfield, MA
• 08/2009 → 06/2019
  Kansas City Life Insurance Co.
  Kansas City, MO
• 11/2014 → 01/2018
  Securities America, Inc.
  La Vista, NE
• 01/2018 → 06/2019
  Raymond James Financial Services, Inc.
  Spokane Valley, WA
• 01/2018 → 06/2019
  Raymond James Financial Services Advisors Inc.
  Spokane Valley, WA
• 02/2018 → 06/2019
  Jackson National Life Insurance
  Spokane Valley, WA
• 03/2018 → 06/2019
  Athene
  Spokane Valley, WA
• 04/2018 → 06/2019
  Cincinnati Life Insurance
  Spokane, WA
• 02/2018 → 06/2019
  American National
  Spokane, WA
• 06/2019 → 07/2025
  Lpl Financial
  Spokane Valley, WA
• 07/2025 → Present
  Kestra Investment Services Llc
  Spokane Valley, WA
• 07/2025 → Present
  Kestra Advisory Services Llc
  Spokane Valley, WA

Previous Registrations

• 2019-06-28 → 2025-08-04
  Lpl Financial Llc
  Spokane Valley, WA
  Meridian, ID
  Spokane Valley, WA
• 2018-01-19 → 2019-07-02
  Raymond James Financial Services Advisors, Inc
  Spokane, WA
  Spokane Valley, WA
• 2014-11-14 → 2018-01-19
  Securities America Advisors, Inc.
  Spokane, NE
• 2009-11-25 → 2014-11-14
  Sunset Financial Services, Inc.
  Spokane, WA
  Spokane, WA
  Kansas City, MO
• 2007-10-03 → 2009-12-01
  Insphere Securities, Inc.
  Spokane, WA
  Salt Lake City, UT
• 2007-07-09 → 2007-10-03
  Allegis Advisors, Inc.
  Salt Lake City, UT
• 1999-04-07 → 2007-08-09
  Equity Services, Inc.
  Spokane, WA
  Spokane, WA

Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/31/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: PACNORTH RETIREMENT GROUP POSITION: Member NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/08/2011 ADDRESS: 16201 E Indiana Ave, Ste 2280, Spokane Valley WA 99216, United States DESCRIPTION: Administrative and marketing. Name: JCW CO LLC POSITION: Owner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/22/2019 ADDRESS: 16201 E Indiana Ave, Ste 2280, Spokane Valley WA 99216, United States DESCRIPTION: Oversee and manage all finances and administrative requirements.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-01-12
• S63 Uniform Securities Agent State Law Examination
  1994-03-05

Designations

• Certified Financial Planner
• Chartered Financial Consultant