Skip to content

John Harmon White

Investment adviser representative at Edward Jones
17 yearsExperience
3 statesRegistered in
$1TFirm assets
62 yearsFirm in business

Are you John Harmon White? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

17 years in the industry.

  1. Edward JonesJun 2023 to now
  2. UnemployedMar 2023 to Jun 2023
  3. Equity Prime MortgageOct 2022 to Mar 2023
  4. Amerisave Wholesale MortgageAug 2021 to Oct 2022
  5. UnemployedJun 2021 to Aug 2021
  6. Shelter InsuranceJun 2020 to Jun 2021
  7. UnemployedFeb 2020 to Aug 2020
  8. UnemployedDec 2019 to Dec 2019
  9. Pruco Securities, LLCJan 2019 to Jan 2020
  10. The Prudential Insurance Company of AmericaJan 2019 to Jan 2020
  11. Ameriprise Financial Services, Inc.Nov 2017 to Nov 2018
  12. Edward JonesJul 2009 to Nov 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 3 states (IA, IL, TX).

Edward Jones

Legal name: Edward D. Jones & Co., L.P.

$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5699442
Firm CRD
250
Advisor's SEC record (opens in a new tab)
CallContact this firm