Christopher D White

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 03/2015 → 10/2017
  Jackson National Life Distributors Llc
  Franklin, TN
• 06/2021 → 05/2022
  Jackson National Life Distributors
  Franklin, TN
• 01/2021 → 04/2021
  Homepoint Financial
  Ann Arbor, MI
• 11/2018 → 05/2019
  First Tennessee Bank
  Nashville, TN
• 10/2018 → 08/2019
  Urto Band Llc
  Nashville, TN
• 10/2017 → 10/2018
  Elevated Citizen
  Nashville, TN
• 08/2022 → 01/2023
  Highland Capital Brokerage
  Birmingham, AL
• 11/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Evans, GA
• 07/2023 → 09/2025
  Adp
  Nashville, TN
• 06/2022 → 06/2023
  Papa John's
  Birmingham, AL
• 11/2018 → 06/2021
  Elevated Citizen
  Nashville, TN
• 11/2018 → 05/2019
  First Horizon
  Nashville, TN
• 05/2018 → 11/2018
  Junior Achievement
  Nashville, TN
• 11/2017 → 04/2018
  Unemployed
  Franklin, TN
• 01/2026 → Present
  Bank Of America, N.A
  Evans, GA

Exams

• S66 Uniform Combined State Law Examination
  2025-09-05
• S63 Uniform Securities Agent State Law Examination
  2021-08-05

Other Names

• Christopher David White