Unclaimed Profile

Jack David White

FIDELIS FINANCIAL PLANNING, LLC·SAINT CHARLES, Missouri

Series 7, Series 24, Series 63, Series 6524 years registeredFIDELIS FINANCIAL PLANNING, LLC

42 PORTWEST CT, SAINT CHARLES, MO 63303-5958CRD# 2254964Firm CRD# 141698

Profile Verification

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

Identity

Jack David White · SAINT CHARLES, MO

Registration

CRD #2254964 · FIDELIS FINANCIAL PLANNING, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FIDELIS FINANCIAL PLANNING, LLC

FIDELIS FINANCIAL PLANNING, LLC

Nov 2006 – Mar 2026

SAINT CHARLES, MO

FINANCIAL NETWORK INVESTMENT CORPORATION

Jan 2005 – Oct 2006

ST. LOUIS, MO

ING FINANCIAL PARTNERS, INC

Aug 2002 – Dec 2004

ST CHARLES, MO

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 14, 2002

Years registered · 24

Disclosure History

2002Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

FIDELIS FINANCIAL PLANNING, LLC

CRD 141698 · SEC 801-131701

AUM

$140M

Regulatory assets under management

Employees

500 client accounts

Services offered by FIDELIS FINANCIAL PLANNING, 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 FIDELIS FINANCIAL PLANNING, LLC →

Introduction

Speak with Jack

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jack is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAINT CHARLES?

Browse all registered financial advisors in SAINT CHARLES, Missouri or claim this profile if it's yours.

Browse SAINT CHARLES Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jack David White offer?

Jack David White specializes in Financial Planning, Investment Management.

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, last registered with FIDELIS FINANCIAL PLANNING, LLC.

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →