Wells Fargo Advisors
46yrs
Top advisor by experience in Arlington Heights
29yrs
John White
Financial advisor at Strategic Advisers
John White has worked in the financial industry for 29 years and is a fiduciary financial advisor based in Arlington Heights, Illinois. John has been with Strategic Advisers since 2025; before that, John spent seven years at Fidelity Personal and Workplace Advisors and a year at Valic Financial Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 166 advisors with offices in Arlington Heights, and one of 155 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 4% by experience at Strategic Advisers
OfficeArlington Heights, IL
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Sep 2016 – Jul 2018Strategic Advisers LLCPreviously
- Jul 2014 – Oct 2015Valic Financial Advisors, Inc.Previously
- May 2012 – Nov 2013TD Ameritrade, Inc.Previously
- May 2012 – Nov 2013TD Ameritrade Investment Management, LLCPreviously
- Aug 2011 – May 2012Wells Fargo Clearing Services, LLCPreviously
- 2008 – 2011Chase Investment Services Corp.Previously
Earlier career (3 more)
- 2005 – 2008
- Dec 2003 – Mar 2005Banc of America Investment Services, Inc.Previously
- Apr 2002 – Dec 2003Lasalle Financial Services, Inc.Previously
Contact John
(617) 563-7000Firm headquarters in Boston, MA. Ask for John. Arlington Heights, ILOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Strategic Advisers at (617) 563-7000 and ask for John White. John works from the Arlington Heights, IL office.
How long has John been a financial advisor?
John has been in the industry since 1997, about 29 years. Top 4% by experience at Strategic Advisers.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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