John White, financial advisor Orland Park IL
93 score

John White

CRD Number: 1426403
Current Firm: Geneos Wealth Management, Inc.

John White (CRD# 1426403) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Orland Park, IL and has over 26 years of experience in the finance industry.

Similar Advisors
Randy Kurtz, financial advisor Orland Park IL
Randy D. Kurtz
CRD# 4579297
Betavisor, LLC
Score
104
Similar Advisors
Robert Ellis, financial advisor Orland Park IL
Robert K. Ellis
CRD# 871521
Ellis Wealth Advisors, LLC
Score
106
Similar Advisors
Daniel Lockwood, financial advisor Orland Park IL
Daniel A. Lockwood
CRD# 3080178
Waddell & Reed
Score
104
Company Name Location Dates Years
Geneos Wealth Management Orland Park, IL Jan 2018 - Current < 1
John White & Co Orland Park, IL May 1982 - Current 36
Sii Investments, Inc. Orland Park, IL Oct 1996 - Dec 2017 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1991
S66 NASAA Uniform Combined State Law Examination Dec 2005
Contact Info for John T. White
Phone Number: 303-785-8470
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    2,647
    MILLIONS
  • Total Number of Accounts
    13,540
    ACCOUNTS
  • Average Account Value
    $195,464
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
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, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from John White and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.