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Jeffrey White, CFP®

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Jeffrey White Joins EQ Private Wealth with 38 Years of Industry Experience

Jeffrey White brings 38 years of experience in the financial services industry to EQ Private Wealth. A Registered Principal, Jeffrey began his career in 1988 at Smith Barney before moving to PaineWebber, and joined LPL Financial in 1994. That same year, he earned his CFP® certification.

Jeffrey holds a business degree from California State University, Long Beach, and an MBA in Finance from Pepperdine University. Throughout his career, he has maintained a disclosure free Finra record — an achievement he considers among his proudest professional accomplishments.

A South Bay native, Jeffrey attended elementary through high school in Palos Verdes and has called Manhattan Beach home his entire life. Outside the office, he is an avid surfer and skier who has traveled the world pursuing both. He is also fluent in Spanish and a lifelong semi-professional musician, occasionally touring with the Argentine tango ensemble Los Angeles del Tango.

https://brokercheck.finra.org/individual/summary/1811975

Jeffrey White, CFP®

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