John York has been an investment adviser representative at White Lighthouse Investment Management since January 2022, and is not listed among the firm’s executive officers or direct owners.
White Lighthouse Investment Management, Inc. is a firm with $919M under management, 406 clients and 9 advisers across 2 offices, as of its June 2026 filing.
John York is Cross-Border Financial Planner of White Lighthouse Investment Management, which he joined in June 2021. He began his career in 2012, splitting time between audit and tax work. Since November 2019 he has worked exclusively on expatriate issues, including at two European startups before joining the firm.
- – present · 4 yearsAurich · Adviser representative · Firm CRD 108030
Professional designations
Listed by White Lighthouse Investment Management
- Certified Public Accountant (CPA)
Investment adviser representative registrations
John York is registered as an investment adviser representative in Massachusetts, since January 2022.
- MassachusettsSince 19 January 2022
Examinations
No examinations are on John York’s record.
- Full name
- John Michael York
- CRD
- 7493024
- Firm
- White Lighthouse Investment Management · CRD 108030
- Registration
- Investment adviser registration
- In the industry since
- January 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- white-lighthouse.com
Where does John York work?
John York is an investment adviser representative registered through White Lighthouse Investment Management, Inc. since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is John York a financial advisor?
Yes. John York has a current investment-adviser registration in Massachusetts, through White Lighthouse Investment Management since January 2022.
How many years of experience does John York have?
John York has 4 years in the financial industry, since January 2022, across 1 adviser firm.
Is John York registered with FINRA?
No. John York has no current broker registration.
How can I verify John York’s record?
Search CRD 7493024 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John York’s full registration record.
- Jonathan LachowitzOwner/Chief Executive Officer
- Kathleen QuinteroChief Compliance Officer