Jeffrey
White

Infinex Investments, Inc

CRD#2139762
Investment Advisor
in Fletcher, NC

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About this Advisor

Jeffrey White is a financial advisor working in Fletcher, North Carolina with a total of 6 years of industry experience. White is an advisor for Infinex Investments, Inc. Throughout their career, White has worked at Ameriprise Financial Services Inc, Western Southern Life, W&S Brokerage Services, First Citizens Investor Services, First Bancorp and Infinex Investments, Inc. White maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in North Carolina. Infinex Investments, Inc is a financial advisory business that has its headquarters in Meriden, CT. It has offices in 531 locations and a total of 764 people on staff. It controls $3 billion in total assets among its 8,831 accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 78 charities and foundations. Infinex Investments, Inc has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management largely depend on the services. Fee types billed by Infinex Investments, Inc most likely are comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

3551 Hendersonville Rd
Fletcher, NC 28732

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Infinex Investments, Inc Brokerage Details

Total Assets Under Management

$2,814,653,668

NC Average: $5,297,377,271
Total Number of Employees

764

NC Average: 35
Total Number of Accounts

8,831

NC Average: 690
Average Account Size

$318,724

NC Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Jeffrey White Work History

Jeffrey has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

First Bancorp

2017 - Present (7 years)

Infinex Investments, Inc

2015 - 2017 (2 years)

First Citizens Investor Services

2013 - 2013 (< 1 year)

Ameriprise Financial Services Inc

2013 - 2015 (2 years)

Western Southern Life

2013 - 2015 (2 years)

W&S Brokerage Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffrey White to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Infinex Investments, Inc

Peter Klarides
New York, NY
Jean Delbuono
Oakville, CT
David Davis
Grand Ledge, MI
Erin Mooney
Pittsburgh, PA
John Dennis
Kill Devil Hills, NC
John Sudresianu
New York, NY
Amanda Robbins
Ellsworth, ME
Jeffrey White
Fletcher, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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