James White has been Chairman of the Board of Porter White Investment Advisors since July 2009, is a control person of the firm and directly owns under 5% of it.
Porter White Investment Advisors, Inc. is a Birmingham, AL firm with $748M under management, 114 clients and 5 advisers in one office, as of its April 2026 filing.
- – present · 31 yearsBirmingham, AL · Adviser representative · Firm CRD 110876
Investment adviser representative registrations
James White is registered as an investment adviser representative in Alabama, since September 1995.
- AlabamaSince 26 September 1995
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 28 | Introducing Broker/Dealer Financial Operations Principal Examination | 2 January 2023 |
| Series 79TO | Investment Banking Registered Representative Examination | 2 January 2023 |
| Series 7TO | General Securities Representative Examination | 2 January 2023 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 54 | Municipal Advisor Principal Qualification Examination | 29 September 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 50 | Municipal Advisor Representative Qualification Exam | 12 February 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 February 1993 |
| Series 24 | General Securities Principal Examination | 6 June 1979 |
| F04 | Financial Principal Examination | 25 April 1979 |
| Series 1 | Registered Representative Examination | 4 May 1973 |
- Name
- Introducing Broker/Dealer Financial Operations Principal Examination
- Name
- Investment Banking Registered Representative Examination
- Name
- General Securities Representative Examination
- Name
- Operations Professional Examination
- Name
- Municipal Advisor Principal Qualification Examination
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Advisor Representative Qualification Exam
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- Financial Principal Examination
- Name
- Registered Representative Examination
- Full name
- James Herbert White
- CRD
- 465104
- Firm
- Porter White Investment Advisors · CRD 110876
- Role
- Chairman of the Board
- Office
- 1927 1ST AVENUE NORTH, 10TH FLOOR, Birmingham, AL 35203-4103
- Registration
- Investment adviser registration
- In the industry since
- February 1975
- Disciplinary history
- Not yet shown here · SEC record
Where does James White work?
James White has been Chairman of the Board of Porter White Investment Advisors, Inc. since July 2009, and is a control person of the firm.
Is James White a financial advisor?
Yes. James White has a current investment-adviser registration in Alabama, through Porter White Investment Advisors since September 1995.
How many years of experience does James White have?
James White has 51 years in the financial industry, since February 1975, across 1 adviser firm.
What exams has James White passed?
James White has passed 10 licensing exams: the Series 1, F04, Series 24, Series 63, Series 50, Series 54, Series 28, Series 79TO, Series 7TO and Series 99TO. The earliest, the Series 1, was passed in May 1973. FINRA credited James White with the SIE, which began in October 2018.
Where is James White based?
James White’s registered office is in Birmingham, AL.
Is James White registered with FINRA?
No. James White has no current broker registration.
How can I verify James White’s record?
Search CRD 465104 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James White’s full registration record.