John James White
Investment adviser representative at Todd Asset Management LLC
17 yearsExperience
2 statesRegistered in
CFADesignation
$6.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Todd Asset Management, LLCMay 2009 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
Todd Asset Management LLC
$6.2BAssets managed
71Clients
4Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1669539
- Firm CRD
- 109473