Jeremy White, financial advisor Paducah KY
93 score

Jeremy White

CRD Number: 3127003
Current Firm: Cetera Investment Advisers LLC

Jeremy White (CRD# 3127003) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Paducah, KY and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Blythe White Paducah, KY Nov 2012 - Current 4
Blythe, White And Associates Pllc Paducah, KY Jan 2006 - Current 10
Cetera Investment Advisers LLC Schaumburg, IL Jan 2000 - Current 16
Cetera Financial Specialists LLC Schaumburg, IL Dec 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
Contact Info for Jeremy L. White
Phone Number: 888-528-2987
Registered State(s):
  • KY
  • LA
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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)
  • 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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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