Jeffrey White, financial advisor Lexington MA

Jeffrey White

CRD Number: 465128
Current Firm: Wingate Wealth Advisors, Inc.

Jeffrey White (CRD# 465128) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 41 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Wingate Capital Corporation Lexington, MA Jan 1991 - Current 31
Wingate Financial Group, Inc. Lexington, MA Jun 1986 - Current 36
Wingate Financial Corporation Lexxington, MA Jun 1986 - Current 36
#ia Wingate Financial Corporation Lexington, MA May 1986 - Current 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1980
Contact Info for Jeffrey H. White
Phone Number: 781-862-7100
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,126
    MILLIONS
  • Total Number of Accounts
    2,749
    ACCOUNTS
  • Average Account Value
    $409,507
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, CT, FL, MA, ME, NC, NH, NY, PA, RI, TX, VT

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