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RIA / WealthAdvisordual registered (broker-dealer)29 years in industry

JOHN WHITE

Advisor at STRATEGIC ADVISERS LLC

ARLINGTON HEIGHTS, IL

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Search this name across graphsid dfx:ria:7a637f88-eb8c-e400-359d-755037275397

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 0
On other graphs: 0
Observed: Apr 10, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 24, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 10
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Apr 24, 1997
First registration: Apr 10, 2002
Dual registered: yes, broker-dealer
Other names: JACK WHITE|JOHN J WHITE|JOHN JOSEPH WHITE
IAPD individual key: 1314116

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	ARLINGTON HEIGHTS, IL\|ARLINGTON HEIGHTS, IL	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA\|DEER PARK, IL\|ARLINGTON HEIGHTS, IL	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Sep 2, 2016	Jul 13, 2018	no	ARLINGTON HEIGHTS, IL	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Jul 1, 2014	Oct 8, 2015	no	CHICAGO, IL\|QUINCY, IL\|Chicago, IL\|CHICAGO, IL	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	May 14, 2012	Nov 25, 2013	no	SCHAUMBURG, IL	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	May 14, 2012	Nov 25, 2013	no	Schaumburg, IL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Aug 19, 2011	May 1, 2012	no	ARLINGTON HEIGHTS, IL	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Oct 7, 2008	Aug 19, 2011	no	PALATINE, IL\|PALATINE, IL\|NORTHBROOK, IL\|HIGHLAND PARK, IL\|BUFFALO GROVE, IL	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Sep 8, 2005	Aug 5, 2008	no	CHICAGO, IL\|CHICAGO, IL	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Dec 5, 2003	Mar 21, 2005	no	WINNETKA, IL	Previous registration
LASALLE FINANCIAL SERVICES, INC.	n/a	Apr 10, 2002	Dec 9, 2003	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
VALIC FINANCIAL ADVISORS, INC.	STRATEGIC ADVISERS LLC	Oct 8, 2015	Sep 2, 2016	330	Firm change	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Nov 25, 2013	May 14, 2012	-560	Channel change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Nov 25, 2013	May 14, 2012	-560	Firm change after gap	Other
WELLS FARGO ADVISORS	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	May 1, 2012	May 14, 2012	13	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	WELLS FARGO ADVISORS	Aug 19, 2011	Aug 19, 2011	0	Firm change	Other
ADVICE AND PLANNING SERVICES	CHASE INVESTMENT SERVICES CORP.	Aug 5, 2008	Oct 7, 2008	63	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	ADVICE AND PLANNING SERVICES	Mar 21, 2005	Sep 8, 2005	171	Firm change	Other
LASALLE FINANCIAL SERVICES, INC.	BANC OF AMERICA INVESTMENT SERVICES, INC.	Dec 9, 2003	Dec 5, 2003	-4	Firm change	Other

Relationships

Registered with (10)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Sep 2, 2016 to Jul 13, 2018factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Jul 1, 2014 to Oct 8, 2015factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 14, 2012 to Nov 25, 2013factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
May 14, 2012 to Nov 25, 2013factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Aug 19, 2011 to May 1, 2012factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Oct 7, 2008 to Aug 19, 2011factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Sep 8, 2005 to Aug 5, 2008factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Dec 5, 2003 to Mar 21, 2005factForm ADV
→ LASALLE FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Apr 10, 2002 to Dec 9, 2003factForm ADV

Dated events

No dated event names this entity yet.