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Jack David White

FIDELIS FINANCIAL PLANNING, LLC·SAINT CHARLES, Missouri
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42 PORTWEST CT, SAINT CHARLES, MO 63303-5958CRD# 2254964Firm CRD# 141698
01

About

Jack David White is a registered financial advisor based in SAINT CHARLES, Missouri, affiliated with FIDELIS FINANCIAL PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FIDELIS FINANCIAL PLANNING, LLC
FIDELIS FINANCIAL PLANNING, LLC
AUM
$140M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at FIDELIS FINANCIAL PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2254964
Firm CRD# 141698
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jack David White offer?
Jack David White specializes in Financial Planning, Investment Management. Contact their office in SAINT CHARLES, Missouri for a consultation.
What are Jack David White's credentials?
Jack David White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jack David White located?
Jack David White is based in SAINT CHARLES, Missouri, working with FIDELIS FINANCIAL PLANNING, LLC. Their office serves clients in the SAINT CHARLES metropolitan area and surrounding communities.
How does Jack David White charge for services?
Jack David White's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIDELIS FINANCIAL PLANNING, LLC?
FIDELIS FINANCIAL PLANNING, LLC has approximately 3 employees and manages $140M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SAINT CHARLES
Jeffrey Michael Laughlin — FIDELIS FINANCIAL PLANNING, LLCJeff Ryan Locker — AXIUS ADVISORS LLCThomas Robert Reed — AXIUS ADVISORS LLC
Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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