Jennifer White, financial advisor Rockford IL

Jennifer White

CRD Number: 6762755
Current Firm: Choreo, LLC

Jennifer White (CRD# 6762755) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has over 6 years of experience in the finance industry.

Similar Advisors
Michael Alber, financial advisor Rockford IL
Michael C. Alber
CRD# 2088227
Cetera Investment Advisers LLC
Similar Advisors
Jon Aldrich, financial advisor Rockford IL
Jon L. Aldrich
CRD# 5115121
Focus Financial Advisors
Similar Advisors
Allison Alexander, financial advisor Rockford IL
Allison A. Alexander
CRD# 6311988
Savant Wealth Management
Company Name Location Dates Years
Rsm Us Wealth Managment LLC Champaign, IL Feb 2022 - Current 2
Ohio National Financial Services Cincinnati, OH Sep 2017 - Jan 2022 4
The O.n. Equity Sales Company Cincinnati, OH Sep 2017 - Jan 2022 4
Chesser Financial Champaign, IL Apr 2017 - Jan 2022 4
United States House Of Representatives - Hon. Rodney Davis Champaign, IL Jan 2012 - Apr 2017 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2018
Contact Info for Jennifer S. White
Phone Number: 312-702-1680
Registered State(s):
  • IL
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    16,031
    MILLIONS
  • Total Number of Accounts
    24,966
    ACCOUNTS
  • Average Account Value
    $642,108
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.