Uhler Vertich White Advisors

Uhler Vertich White Advisors (CRD# 130716) is a financial advisory firm headquartered in Fort Myers, FL. They manage $466,000,000 in 952 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    466
    MILLION
  • Total Number of Accounts
    952
    ACCOUNTS
  • Average Account Value
    $489,496
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IN, MI, NC, SC, TX

Financial Advisors at Uhler Vertich White Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Kelly L. Jelenchick
CRD#: 2167374
1510 Royal Palm Square Boulevard, Suite 103, Fort Myers, FL 33919

Kelly Jelenchick (CRD# 2167374) is an Investment Advisor Representative working at Uhler Vertich White Advisors in Fort Myers, FL and has over 32 years of experience in the finance industry.

2
John T. Uhler
CRD#: 501276
1510 Royal Palm Square Boulevard, Suite 103, Fort Myers, FL 33919

John Uhler (CRD# 501276) is an Investment Advisor Representative working at Uhler Vertich White Advisors in Fort Myers, FL and has over 44 years of experience in the finance industry.

3
James C. Vertich
CRD#: 1960620
1510 Royal Palm Square Boulevard, Suite 103, Fort Myers, FL 33919

James Vertich (CRD# 1960620) is an Investment Advisor Representative working at Uhler Vertich White Advisors in Fort Myers, FL and has over 28 years of experience in the finance industry.

4
Anthony S. White
CRD#: 1826584
1510 Royal Palm Square Boulevard, Suite 103, Fort Myers, FL 33919

Anthony White (CRD# 1826584) is an Investment Advisor Representative working at Uhler Vertich White Advisors in Fort Myers, FL and has over 31 years of experience in the finance industry.

5
Shane A. Carrier
CRD#: 7249083
1510 Royal Palm Square Boulevard, Suite 103, Fort Myers, FL 33919

Shane Carrier (CRD# 7249083) is an Investment Advisor Representative working at Uhler Vertich White Advisors in Fort Myers, FL and has over 3 years of experience in the finance industry.

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