Mary E 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

• 12/2012 → 02/2025
  Jpmorgan Chase Bank
  Loveland, CO
• 06/2025 → Present
  Edward Jones
  St. Louis, MO
• 03/2025 → 05/2025
  Not Employed
  Loveland, CO

Previous Registrations

• 2013-01-14 → 2025-03-04
  J.P. Morgan Securities Llc
  Ft Collins, CO
  Loveland, CO
  Loveland, CO
  Longmont, CO
  Longmont, CO
  Longmont, CO
  Boulder, CO
  Evergreen, CO
  Lakewood, CO
  Loveland, CO
  Boulder, CO
  Lafayette, CO
  Erie, CO
  Loveland, CO
  Westminster, CO
  Loveland, CO
  Plano, TX
• 2011-01-03 → 2013-01-07
  Wells Fargo Clearing Services, Llc
  Fort Collins, CO
  Denver, CO
• 2010-10-29 → 2011-01-03
  Wells Fargo Investments, Llc
  Fort Collins, CO
• 2008-11-10 → 2009-01-05
  Waddell & Reed
  Ft. Collins, CO

Exams

• S66 Uniform Combined State Law Examination
  2008-11-06

Other Names

• Mary E White
• Mary Ellen White