Unclaimed Profile

Kent Jay White

NATIONAL INVESTMENT SERVICES OF AMERICA, LLC·MILWAUKEE, Wisconsin

Series 65Clean record31 years registeredNATIONAL INVESTMENT SERVICES OF AMERICA, LLC

777 EAST WISCONSIN AVENUE, SUITE 2350, MILWAUKEE, WI 53202CRD# 2542227Firm CRD# 307169

Profile Verification

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

Identity

Kent Jay White · MILWAUKEE, WI

Registration

CRD #2542227 · NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · 31 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

Mar 2020 – Feb 2023

Estero, FL

NATIONAL INVESTMENT SERVICES, INC

Sep 1994 – Mar 2020

ESTERO, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 27, 1994

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

CRD 307169 · SEC 801-118132

AUM

$9.8B

Regulatory assets under management

Employees

313 client accounts

Services offered by NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at NATIONAL INVESTMENT SERVICES OF AMERICA, LLC →

Introduction

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Frequently Asked Questions

What services does Kent Jay White offer?

Kent Jay White specializes in Investment Management, Retirement Planning, Wealth Management.

What are Kent Jay White's credentials?

Kent Jay White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kent Jay White located?

Kent Jay White is based in MILWAUKEE, Wisconsin, last registered with NATIONAL INVESTMENT SERVICES OF AMERICA, LLC.

How does Kent Jay White charge for services?

Kent Jay White's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NATIONAL INVESTMENT SERVICES OF AMERICA, LLC?

NATIONAL INVESTMENT SERVICES OF AMERICA, LLC has approximately 35 employees and manages $9.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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