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James W
Series 63, Series 65
Lakewood Ranch, FL
SPC
James White is a financial advisor with SPC who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His career includes roles at LPL Financial, Oppenheimer, Wells Fargo, Merrill, and operating his own firm, JW Wealth Management, where he is also an author. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various account programs, while maintaining strategic partnerships with broker-dealers and third-party advisers.
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