Jamie
White
Macquarie Investment Management Business Trust
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About this Advisor
Jamie White is a financial advisor based in Philadelphia, Pennsylvania who has 3 years of relevant experience. White is currently employed by Macquarie Investment Management Business Trust. Throughout their career, White has worked at Delaware Investments and Macquarie Investment Management Business Trust. White holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, West Virginia and Wisconsin. Macquarie Investment Management Business Trust is a company based out of Philadelphia, PA. The firm has offices in four locations and a total of 628 people on staff. It oversees $236 billion in total assets between its 454 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. Of its 454 accounts, just 7% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm performs a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial advisory services largely depend on the financial services offered. However, fees charged by Macquarie Investment Management Business Trust can consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Macquarie Investment Management Business Trust Brokerage Details
$236,026,994,245
628
454
$519,883,247
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Jamie White Work History
Jamie has been registered as a financial advisor for 3 years.*
Macquarie Investment Management Business Trust
Delaware Investments
*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 Jamie 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 Macquarie Investment Management Business Trust
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
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