Cory Michael White
Investment adviser representative at Edward Jones
10 yearsExperience
1 stateRegistered in
$1TFirm assets
62 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 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
10 years in the industry.
- Edward JonesMay 2026 to now
- Birdwell California! LLCAug 2023 to Jul 2025
- William Ray Valentine LLCJun 2022 to Aug 2023
- Swann Communications, IncJul 2021 to Mar 2022
- CM White Consulting/self EmployedJun 2021 to May 2026
- The Pacific Financial Group, Inc.Nov 2018 to Jun 2021
- Advanced Mp Technology, Inc.Mar 2016 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8272540
- Firm CRD
- 250