RBC Capital Markets
47yrs
Top advisor by experience in Greenville
4yrs
Caleb White
Financial advisor at J.P. Morgan Securities
Caleb White is a fiduciary financial advisor in Greenville, South Carolina, with 4 years in the industry. Caleb joined J.P. Morgan Securities in 2024, after a year at Equitable Advisors. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 749 advisors with offices in Greenville, and one of 712 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office1611 Augusta St, Greenville, SC 29605
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
Services through J.P. Morgan Securities
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
- 2024 – nowJ.P. Morgan Securities LLCCurrent firm
- Feb 2023 – Jul 2024Equitable Advisors, LLCPreviously
Contact Caleb
(800) 999-2000Firm headquarters in New York, NY. Ask for Caleb. 1611 Augusta StGreenville, SC 29605Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Caleb
Tailored to Caleb’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 Caleb
How do I contact Caleb?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Caleb White. Caleb works from the Greenville, SC office.
How long has Caleb been a financial advisor?
Caleb has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Caleb hold?
Series 66. Tap any license on this page to see what it allows.
Is Caleb a fiduciary?
Caleb is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Caleb paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Caleb 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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