Claim Profile
JW

Jaleigh Jeffers White

J.J.B. HILLIARD, W.L. LYONS, LLC·LOUISVILLE, Kentucky
Unclaimed Profile
500 WEST JEFFERSON STREET, LOUISVILLE, KY 40202CRD# 5950788Firm CRD# 453
01

About

Jaleigh Jeffers White is a registered financial advisor based in LOUISVILLE, Kentucky, affiliated with J.J.B. HILLIARD, W.L. LYONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
J.J.B. HILLIARD, W.L. LYONS, LLC
J.J.B. HILLIARD, W.L. LYONS, LLC
AUM
$9.3B
Regulatory assets under management
Employees
1025
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5950788
Firm CRD# 453
9 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LOUISVILLE?

Browse all registered financial advisors in LOUISVILLE, Kentucky or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jaleigh Jeffers White offer?
Jaleigh Jeffers White specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOUISVILLE, Kentucky for a consultation.
What are Jaleigh Jeffers White's credentials?
Jaleigh Jeffers White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jaleigh Jeffers White located?
Jaleigh Jeffers White is based in LOUISVILLE, Kentucky, working with J.J.B. HILLIARD, W.L. LYONS, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.
How does Jaleigh Jeffers White charge for services?
Jaleigh Jeffers White's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is J.J.B. HILLIARD, W.L. LYONS, LLC?
J.J.B. HILLIARD, W.L. LYONS, LLC has approximately 1025 employees and manages $9.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty