AdvisorOS Directory
Claim Profile
JW

Jack Paul White

C.S. MCKEE, L.P.·PITTSBURGH, Pennsylvania
Unclaimed Profile
ONE GATEWAY CENTER, PITTSBURGH, PA 15222CRD# 4783190Firm CRD# 119167
01

About

Jack Paul White is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with C.S. MCKEE, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
C.S. MCKEE, L.P.
C.S. MCKEE, L.P.
AUM
$704M
Regulatory assets under management
Employees
34
Total firm employees
View all advisors at C.S. MCKEE, L.P. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: INDIRECT COMPENSATION (SOFT DOLLARS)
Regulatory
SEC/IARD CRD# 4783190
Firm CRD# 119167
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PITTSBURGH?

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

Browse PITTSBURGH AdvisorsAre you this advisor? Claim profile

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 Jack Paul White offer?
Jack Paul White specializes in Investment Management, Wealth Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are Jack Paul White's credentials?
Jack Paul White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jack Paul White located?
Jack Paul White is based in PITTSBURGH, Pennsylvania, working with C.S. MCKEE, L.P.. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does Jack Paul White charge for services?
Jack Paul White's firm is compensated through percentage of aum, other: indirect compensation (soft dollars). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is C.S. MCKEE, L.P.?
C.S. MCKEE, L.P. has approximately 34 employees and manages $704M 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 →
Other advisors in PITTSBURGH
Matthew Jay Teplitz — GUYASUTA INVESTMENT ADVISORS, INCORPORATEDGretchen Robinson Haggerty — STRATEGIC INVESTMENT FUND, INC.Kathleen Seech Wright — KATHLEEN S. WRIGHT ASSOCIATES INC.Robert Joseph Lohman — COMMONWEALTH ADVISORY GROUP, LTD.Jeffrey B Miller — US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile