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Josiah C White

Edward Jones

Graham, NC

CRD 6808384

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-10
NC RA APPROVED 2018-02-27
  • TX RA
    APPROVED
    Since 2025-07-10
  • NC RA
    APPROVED
    Since 2018-02-27

Branch Locations

20 N E Court Square, Graham, NC 27253 • 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
Edward Jones St Louis MO 06/2017 Present
North Carolina State University Recreation Raleigh NC 01/2016 05/2017
  • 06/2017 → Present
    Edward Jones
    St Louis, MO
  • 01/2016 → 05/2017
    North Carolina State University Recreation
    Raleigh, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-12
  • S66 Uniform Combined State Law Examination
    2017-08-12
Designations
  • Certified Financial Planner
Other Names
  • Josiah White
  • Josiah Calvin White

View on SEC IAPD

Nearby Firms

PFS INVESTMENTS INC.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
TRUIST ADVISORY SERVICES, INC.

Nearby Investors

Paul Douglas Burns
JAN MICHELLE WILLIAMS
JASON CHRISTOPHER COOK

Nearby Offices

PFS INVESTMENTS INC. · GRAHAM, NC
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. · GRAHAM, NC
TRUIST ADVISORY SERVICES, INC. · GRAHAM, NC

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