Jacob White (CRD# 7637789) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Charleston, SC and has 1 year of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| W&s Brokerage Services | Cincinnati, OH | Sep 2022 - Current | 1 |
| Western And Southern Life | Daniel Island, SC | Aug 2022 - Current | 1 |
| Tjx Companies | Summerville, SC | Oct 2019 - Jul 2022 | 2 |
| Unemployed | Summerville, SC | Jul 2019 - Sep 2019 | < 1 |
| Dicks Sporting Goods | Summerville, SC | Oct 2011 - Jun 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2022 |
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- SC
-
Total Assets Under Management123MILLIONS
-
Total Number of Accounts451ACCOUNTS
-
Average Account Value$272,427
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, NC, NM, NV, OH, PA, SC, TN, TX, VA, WA, WI, WV
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