James White has been an investment adviser representative at Stonebridge Financial Group since March 2026, and is not listed among the firm’s executive officers or direct owners.
Stonebridge Financial Group, LLC is a San Rafael, CA firm with $896M under management, 951 clients and 12 advisers across 3 offices, as of its August 2026 filing.
James White’s longest registration was 26 years at Equitable Advisors, LLC (2000–2026). Before joining Stonebridge Financial Group in 2026, James White was registered through Equitable Advisors, LLC.
- Stonebridge Financial GroupCurrent– present · under a yearSan Rafael, CA · Adviser representative · Firm CRD 340200
- Equitable Advisors, LLC– · 26 yearsMountain View, CA · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
James White is registered as an investment adviser representative in California, since March 2026.
- CaliforniaSince 2 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 29 July 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 June 1987 |
| Series 24 | General Securities Principal Examination | 8 May 1986 |
| Series 7 | General Securities Representative Examination | 19 April 1986 |
| Series 22 | Direct Participation Programs Representative Examination | 22 November 1983 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 October 1982 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- James Rodney White
- CRD
- 1052021
- Firm
- Stonebridge Financial Group · CRD 340200
- Office
- 100 SMITH RANCH ROAD, SUITE 112, San Rafael, CA 94903
- Registration
- Investment adviser registration
- In the industry since
- March 1984
- Disciplinary history
- Not yet shown here · SEC record
Where does James White work?
James White is an investment adviser representative registered through Stonebridge Financial Group, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is James White a financial advisor?
Yes. James White has a current investment-adviser registration in California, through Stonebridge Financial Group since March 2026.
How many years of experience does James White have?
James White has 42 years in the financial industry, since March 1984, across 2 adviser firms.
What exams has James White passed?
James White has passed 6 licensing exams: the Series 6, Series 22, Series 7, Series 24, Series 63 and Series 65. The earliest, the Series 6, was passed in October 1982. FINRA credited James White with the SIE, which began in October 2018.
Where is James White based?
James White’s registered office is in San Rafael, CA.
Is James White registered with FINRA?
No. James White has no current broker registration.
How can I verify James White’s record?
Search CRD 1052021 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James White’s full registration record.
