Adviser and broker representative · Charles Schwab & Co., Inc.
Justin T. White
CRD 4789627 · Lone Tree, CO
At a glance
Justin T. White is an investment adviser representative with Charles Schwab & Co., Inc. in Lone Tree, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Justin’s SEC record dates to 2011, about 15 years ago. Justin is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Charles Schwab & Co., Inc.Since September 2025Lone Tree, CO · $0M in regulatory assets
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Justin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.