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John Andrew White

Advisor Share Wealth Management, LLC

Carrollton, GA

Vancouver, WA

CRD 465143

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Employer firm

Advisor Share Wealth Management, LLC CRD 307997

$377M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • COMPREHENSIVE ASSET MANAGEMENT PLATFORM PROVIDER

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

Current Employers
Advisor Share Wealth Management, Llc

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-10-01
  • GA RA
    APPROVED
    Since 2024-10-01

Branch Locations

Carrollton, GA • United States

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • 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
Jawclu, Llc Dba Financial Guideposts Carrollton GA 01/2016 01/2022
John A. White, Sole Proprietor Carrollton GA 07/2011 Present
Call-A-Doctor Plus Carrollton GA 07/2015 09/2019
Sequent Planning, Llc Carrollton GA 12/2020 Present
  • 01/2016 → 01/2022
    Jawclu, Llc Dba Financial Guideposts
    Carrollton, GA
  • 07/2011 → Present
    John A. White, Sole Proprietor
    Carrollton, GA
  • 07/2015 → 09/2019
    Call-A-Doctor Plus
    Carrollton, GA
  • 12/2020 → Present
    Carrollton, GA
Previous Registrations
Other Businesses

1)John A. White, sole proprietor; INVT REL; 649 EAST MAIN STREET SUITE #7, CARROLLTON, GA 30513; ADVISORY AND INSURANCE; INSURANCE AGENT; START 07/2011; 160 HRS/MO; 160 HRS/MO. Duties include offering insurance products and services to clients and prospects.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-09-08
S63 Uniform Securities Agent State Law Examination 1984-03-12
  • S65 Uniform Investment Adviser Law Examination
    1997-09-08
  • S63 Uniform Securities Agent State Law Examination
    1984-03-12

View on SEC IAPD

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