Jake Robert White
Investment adviser representative at Advisors Asset Management, Inc.
11 yearsExperience
1 stateRegistered in
$2.2BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Advisors Asset Management, Inc.Sep 2024 to now
- Qbe InsuranceAug 2023 to Jul 2024
- Origami RiskSep 2021 to Jul 2023
- Encova InsuranceJan 2021 to Sep 2021
- True GroupMay 2019 to Dec 2020
- Al Gustin Golf CourseOct 2016 to May 2019
- University of MissouriAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
Advisors Asset Management, Inc.
$2.2BAssets managed
1,505Clients
127Advisers
22 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
- 7983993
- Firm CRD
- 46727