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Kent Jay White

NATIONAL INVESTMENT SERVICES OF AMERICA, LLC·MILWAUKEE, Wisconsin
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777 EAST WISCONSIN AVENUE, SUITE 2350, MILWAUKEE, WI 53202CRD# 2542227Firm CRD# 307169
01

About

Kent Jay White is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with NATIONAL INVESTMENT SERVICES OF AMERICA, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
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Firm Overview

Firm
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
AUM
$9.8B
Regulatory assets under management
Employees
35
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2542227
Firm CRD# 307169
No disclosures on file
View on FINRA BrokerCheck →

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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. Contact their office in MILWAUKEE, Wisconsin for a consultation.
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, working with NATIONAL INVESTMENT SERVICES OF AMERICA, LLC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
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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