Unclaimed Profile

James Corey Vertich

UHLER VERTICH WHITE ADVISORS, LLC·FORT MYERS, Florida

SIE, Series 6, Series 7, Series 63CFP33 years registeredUHLER VERTICH WHITE ADVISORS, LLC

1510 ROYAL PALM SQUARE BOULEVARD, FORT MYERS, FL 33919-1068CRD# 1960620Firm CRD# 130716

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Corey Vertich · FORT MYERS, FL

Registration

CRD #1960620 · UHLER VERTICH WHITE ADVISORS, LLC · 33 years registered

Brand Profile

Not yet started

Career History

UHLER VERTICH WHITE ADVISORS

Mar 2007 – present

RAYMOND JAMES FINANCIAL SERVICES, INC.

Jul 1993 – present

RAYMOND JAMES FINANCIAL SERVICES

Jul 1993 – Mar 2009

FORT MYERS, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · July 28, 1993

Years registered · 33

Professional designation · CFP

Disclosure History

1998Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

UHLER VERTICH WHITE ADVISORS, LLC

CRD 130716 · SEC 801-62896

AUM

$466M

Regulatory assets under management

Employees

952 client accounts

Services offered by UHLER VERTICH WHITE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at UHLER VERTICH WHITE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does James Corey Vertich offer?

James Corey Vertich specializes in Financial Planning, Investment Management. Contact their office in FORT MYERS, Florida for a consultation.

What are James Corey Vertich's credentials?

James Corey Vertich holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James Corey Vertich located?

James Corey Vertich is based in FORT MYERS, Florida, working with UHLER VERTICH WHITE ADVISORS, LLC. Their office serves clients in the FORT MYERS metropolitan area and surrounding communities.

How does James Corey Vertich charge for services?

James Corey Vertich's firm is compensated through percentage of aum, other: 3rd party adviser/manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UHLER VERTICH WHITE ADVISORS, LLC?

UHLER VERTICH WHITE ADVISORS, LLC has approximately 10 employees and manages $466M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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