John S. White, Cfa®, Cfp®
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John S. White, Cfa®, Cfp® Email & Phone Number

Financial Advisor at JMG Financial Group, Ltd.
Location: Greater Chicago Area, United States, United States 8 work roles 4 schools
2 work emails found @nuveen.com 1 phone found area 212 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 1 phone

Work email n****@nuveen.com
Direct phone (212) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
JMG Financial Group, Ltd.
Role
Financial Advisor
Location
Greater Chicago Area, United States, United States
Company size
59 employees

Who is John S. White, Cfa®, Cfp®? Overview

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Quick answer

John S. White, Cfa®, Cfp® is listed as Financial Advisor at JMG Financial Group, Ltd., a company with 59 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at nuveen.com, phone signal with area code 212, and a matched LinkedIn profile for John S. White, Cfa®, Cfp®.

John S. White, Cfa®, Cfp® previously worked as Principal Financial Advisor at Jmg Financial Group, Ltd. and Managing Director, Platform Solutions and Management at Nuveen. John S. White, Cfa®, Cfp® studied at The University Of Chicago Booth School Of Business.

Company email context

Email format at JMG Financial Group, Ltd.

This section adds company-level context without repeating John S. White, Cfa®, Cfp®'s masked contact details.

*@nuveen.com
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AeroLeads found 2 current-domain work email signals for John S. White, Cfa®, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About John S. White, Cfa®, Cfp®

I provide advanced financial planning services to corporate executives, professionals, business owners, and other successful individuals. Areas of focus include investment management, income tax planning, retirement planning, and estate tax minimization.I help the families I work with feel more secure by developing and maintaining financial plans which:• outline a clear path to success• adapt to their changing circumstances• increase confidence in financial decisions I also offer consulting services to institutional retirement clients.

Listed skills include Mutual Funds, Asset Managment, Series 7, Asset Allocation, and 39 others.

Current workplace

John S. White, Cfa®, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

JMG Financial Group, Ltd.
Jmg Financial Group, Ltd.
Financial Advisor
downers grove, illinois, united states
Website
jmgfinancial.com
Employees
59
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Company profile
View company profile Email format
8 roles · 38 years

John S. White, Cfa®, Cfp® work experience

A career timeline built from the work history available for this profile.

Principal Financial Advisor

Current
Jmg Financial Group, Ltd.

United States

  • I provide advanced financial plans to successful individuals and families which encompass:
  • investment management
  • income tax planning
  • retirement planning
  • estate tax minimization
Apr 2020 - Present

Managing Director, Platform Solutions And Management

Nuveen

Chicago, Illinois

  • In this role, I focused on new products and enterprise-level initiatives, including:
  • Nuveen’s entry into the advisor-sold 529 college savings business
  • Custom, quantitative, tax-managed and ESG separate accounts
  • Integration of a new ETF team
2015 - 2019 ~4 yrs

Senior Vice President, Product Management

Nuveen Investments

Greater Chicago Area

I led product management for real estate, global infrastructure, commodity, equity, and fixed income products, including mutual funds, separate accounts, and collective investment trusts. These included development of alternative strategies including: flexible income, senior loan, long/short, real asset, and commodity funds.

2010 - 2015 ~5 yrs

Vice President, Mutual Funds

Nuveen

Greater Chicago Area

  • In this role, I developed and launched over 25 mutual funds and 11 collective investment trusts, diversifying Nuveen's product line to include equity, fixed income, and asset allocation funds. I developed and launched.
  • Nuveen was named Top Large Mutual Fund Company Award by Lipper in 2012
  • Mutual Fund assets increased organically from $12B to $26B
  • CIT assets increased line from $125M to $1.8B
  • We merged, repurposed, or liquidated over eleven funds
2006 - 2010 ~4 yrs

Assistant Vice President & Manager, Customer Analysis

Nuveen

Greater Chicago Area

I hired and led a team of four professionals who analyzed customer behavior to support strategic planning, campaign management, territory management, and resource allocation. Under my leadership, the team also developed digital tools to inform salespeople at point of sale and to prioritize and track sales efforts, and we established a new data management.

Feb 1998 - Jan 2006

Lt Col

Usmc
1988 - 2008 ~20 yrs

Board Member

Chicago Association Of Direct Marketing

I chaired the DM Days annual convention planning committee

1999 - 2001 ~2 yrs

Analyst, Brand Development

Nuveen

Greater Chicago Area

I conducted research into retirement trends and managed survey and focus group research projects, including reports to senior management.

1995 - 1998 ~3 yrs
Team & coworkers

Colleagues at JMG Financial Group, Ltd.

Other employees you can reach at jmgfinancial.com. View company contacts for 59 employees →

YG Yonhee Gordon Yonhee Gordon Colleague at Jmg Financial Group, Ltd. Itasca, Illinois, United States, United States View → MJ Matthew J. Grubb, Cfp Matthew J. Grubb, Cfp Colleague at Jmg Financial Group, Ltd. Downers Grove, Illinois, United States, United States View → NT Nicholas Tumilty Nicholas Tumilty Colleague at Jmg Financial Group, Ltd. Greater Chicago Area, United States View → TK Tyler Kocour Tyler Kocour Colleague at Jmg Financial Group, Ltd. Wheaton, Illinois, United States, United States View → MS Matt Sorenson, Cpa, Cfp® Matt Sorenson, Cpa, Cfp® Colleague at Jmg Financial Group, Ltd. Greater Chicago Area, United States View → EF Erik Faust, Cfp® Erik Faust, Cfp® Colleague at Jmg Financial Group, Ltd. Greater Chicago Area, United States View → BV Brian Vanburen, Cfp Brian Vanburen, Cfp Colleague at Jmg Financial Group, Ltd. Downers Grove, Illinois, United States, United States View → JG Jaclyn Garcia, Cfp® Jaclyn Garcia, Cfp® Colleague at Jmg Financial Group, Ltd. Downers Grove, Illinois, United States, United States View → JS Jake Stanczyk, Cfp® Jake Stanczyk, Cfp® Colleague at Jmg Financial Group, Ltd. Brookfield, Wisconsin, United States, United States View → WA Wiwik Ariani Wiwik Ariani Colleague at Jmg Financial Group, Ltd. Jakarta Metropolitan Area, Indonesia View →
4 education records

John S. White, Cfa®, Cfp® education

FAQ

Frequently asked questions about John S. White, Cfa®, Cfp®

Quick answers generated from the profile data available on this page.

What company does John S. White, Cfa®, Cfp® work for?

John S. White, Cfa®, Cfp® works for JMG Financial Group, Ltd..

What is John S. White, Cfa®, Cfp®'s role at JMG Financial Group, Ltd.?

John S. White, Cfa®, Cfp® is listed as Financial Advisor at JMG Financial Group, Ltd..

What is John S. White, Cfa®, Cfp®'s email address?

AeroLeads has found 2 work email signals at @nuveen.com for John S. White, Cfa®, Cfp® at JMG Financial Group, Ltd..

What is John S. White, Cfa®, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 212 for John S. White, Cfa®, Cfp® at JMG Financial Group, Ltd..

Where is John S. White, Cfa®, Cfp® based?

John S. White, Cfa®, Cfp® is based in Greater Chicago Area, United States, United States while working with JMG Financial Group, Ltd..

What companies has John S. White, Cfa®, Cfp® worked for?

John S. White, Cfa®, Cfp® has worked for Jmg Financial Group, Ltd., Nuveen, Nuveen Investments, Usmc, and Chicago Association Of Direct Marketing.

Who are John S. White, Cfa®, Cfp®'s colleagues at JMG Financial Group, Ltd.?

John S. White, Cfa®, Cfp®'s colleagues at JMG Financial Group, Ltd. include Yonhee Gordon, Matthew J. Grubb, Cfp, Nicholas Tumilty, Tyler Kocour, and Matt Sorenson, Cpa, Cfp®.

How can I contact John S. White, Cfa®, Cfp®?

You can use AeroLeads to view verified contact signals for John S. White, Cfa®, Cfp® at JMG Financial Group, Ltd., including work email, phone, and LinkedIn data when available.

What schools did John S. White, Cfa®, Cfp® attend?

John S. White, Cfa®, Cfp® studied at The University Of Chicago Booth School Of Business.

What skills is John S. White, Cfa®, Cfp® known for?

John S. White, Cfa®, Cfp® is listed with skills including Mutual Funds, Asset Managment, Series 7, Asset Allocation, Asset Management, Equities, Investment Strategies, and Series 63.

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