James White has been an investment adviser representative at Keenan since October 2026, and is not listed among the firm’s executive officers or direct owners.
Keenan, LLC is a Boston, MA firm with $202M under management, 751 clients and 26 advisers in one office, as of its April 2026 filing.
- Keenan FinancialCurrent– present · under a yearBoston, MA · Adviser representative · Firm CRD 285673
Investment adviser representative registrations
James White is registered as an investment adviser representative in Massachusetts, since October 2026.
- MassachusettsSince 1 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 August 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- James Grayson White
- CRD
- 8338601
- Firm
- Keenan · CRD 285673
- Office
- 7 BULFINCH PLACE, SUITE 302, Boston, MA 02114
- Registration
- Investment adviser registration
- In the industry since
- September 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does James White work?
James White is an investment adviser representative registered through Keenan, LLC since October 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 Massachusetts, through Keenan since October 2026.
How many years of experience does James White have?
James White has 0 years in the financial industry, since September 2026, across 1 adviser firm.
What exams has James White passed?
James White passed the Series 65 in August 2026.
Where is James White based?
James White’s registered office is in Boston, MA.
Is James White registered with FINRA?
No. James White has no current broker registration.
How can I verify James White’s record?
Search CRD 8338601 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James White’s full registration record.