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Dustin L White

J.P. Morgan Securities LLC

Lake Forest, IL

CRD 5746706

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Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 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
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2013-09-13
IL RA APPROVED 2012-10-25
  • TX RA
    APPROVED
    Since 2013-09-13
  • IL RA
    APPROVED
    Since 2012-10-25

Branch Locations

300 E. Illinois Road, Lake Forest, IL 60045 • 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
J.P Morgan Securities Llc Lake Forest IL 03/2015 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-10-23
S63 Uniform Securities Agent State Law Examination 2010-02-05
  • S66 Uniform Combined State Law Examination
    2012-10-23
  • S63 Uniform Securities Agent State Law Examination
    2010-02-05
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

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ISTO ADVISORS, LLC
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Nearby Investors

Allison Marie Ockwood
Kevin G. Rieger
Tommy Pirvu

Nearby Offices

BUSS CAPITAL MANAGEMENT, LLC · LAKE FOREST, IL
ISTO ADVISORS, LLC · Lake Forest, IL
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC · Lake Forest, IL

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