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.

Current firm

UHLER VERTICH WHITE ADVISORS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2012earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

Jan 13, 2014

First registration

Jan 15, 2014

Dual registered

yes, broker-dealer

Other names

JENNIFER M BROWN

IAPD individual key

5104991

• Occurred

  Oct 15, 2025
  Advisor changed firm

  Jennifer Marie Brown left Raymond James Financial Services Advisors, Inc for Uhler Vertich White Advisors (registered 2025-10-21)

  Form ADVobserved 3 days ago
• Occurred

  May 27, 2025
  Advisor changed firm

  Jennifer Marie Brown left J.P. Morgan Securities Llc for Raymond James Financial Services Advisors, Inc (registered 2025-06-10)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8bb456de-2e16-46a1-317d-c2a620b691e2

First observed

Jan 15, 2014

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.