John White, financial advisor Omaha NE

John White

CRD Number: 465143
Current Firm: Sequent Planning, LLC

John White (CRD# 465143) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 40 years of experience in the finance industry.

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Principal Advised Services
Professional Designations
Company Name Location Dates Years
Sequent Planning, LLC Carrollton, GA Dec 2020 - Current 3
Jawclu, Llc Dba Financial Guideposts Carrollton, GA Jan 2016 - Current 8
John A. White, Sole Proprietor Carrollton, GA Jul 2011 - Current 12
Call-a-doctor Plus Carrollton, GA Jul 2015 - Sep 2019 4
Gradient Advisors, LLC Shoreview, MN Aug 2012 - Jan 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1984
S65 NASAA Investment Advisors Law Examination Sep 1997
Contact Info for John A. White
Phone Number: 402-953-3544
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    373
    MILLIONS
  • Total Number of Accounts
    4,279
    ACCOUNTS
  • Average Account Value
    $87,272
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

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