Stifel, Nicolaus & Company
42yrs
Top advisor by experience in Greeley
18yrs
Mary White has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Greeley, Colorado. Mary has been with Edward Jones since 2026; before that, Mary spent 12 years at J.P. Morgan Securities and two years at Wells Fargo Advisors. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 78 advisors with offices in Greeley, and one of 71 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 74% of advisors at Edward Jones
OfficeSt Michaels Town Square 6560 29th St Unit 106, Greeley, CO 80634
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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.
Series 66Uniform Combined State Law Examination
Career
- Apr 2026 – nowEdward JonesCurrent firm
- 2013 – 2025J.p. Morgan Securities LLCPreviously
- 2011 – 2013Wells Fargo Clearing Services, LLCPreviously
- Oct 2010 – Jan 2011Wells Fargo Investments, LLCPreviously
- Nov 2008 – Jan 2009Waddell & ReedPreviously
Questions to ask Mary
Tailored to Mary’s registration and firm.
- 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 Mary
How do I contact Mary?
Call Edward Jones at 314-515-2000 and ask for Mary White. Mary works from the Greeley, CO office.
How long has Mary been a financial advisor?
Mary has been in the industry since 2008, about 18 years. More experience than 74% of advisors at Edward Jones.
What licenses does Mary hold?
Series 66. Tap any license on this page to see what it allows.
Is Mary a fiduciary?
Mary is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mary paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Mary 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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