Semmes Raphael White

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 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

• 06/2014 → 08/2017
  Edward Jones
  St Louis, MO
• 08/2016 → 08/2017
  Kpmg Llp
  Baton Rouge, LA
• 08/2017 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

OR Properties LLC Type of business: Family Rental Business Richland, MS Start date: 1/1/2019 Limited Partner Hours per week: 0 Hours during trading: 0 OR Leasing Semmes White Type of business: LLC Richland, MS Start date: 12/1/2020 Owner Hours per week: 1 Hours during trading: 0 S and C Brothers Properties LLC Type of business: Real estate rental business Baton Rouge, LA Start date: 3/14/2022 Member Hours per week: 1 Hours during trading: 0 Organizing the books for the rental properties.

Exams

• S66 Uniform Combined State Law Examination
  2017-10-06
• S63 Uniform Securities Agent State Law Examination
  2017-09-08

Designations

• Certified Financial Planner