Jhonatan White
Investment adviser representative at TD Private Client Wealth LLC
11 yearsExperience
7 statesRegistered in
$8.6BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- TD Private Client Wealth LLCJul 2025 to now
- TD Bank N.A.Jul 2025 to now
- UnemployedMar 2025 to Jul 2025
- Sentinel GroupSep 2024 to Mar 2025
- Charles Schwab Bank, SsbMar 2023 to Sep 2024
- Charles Schwab & Co., Inc.Mar 2022 to Sep 2024
- Fidelity Brokerage Services LLCSep 2019 to Mar 2022
- 1a AutoMay 2018 to Aug 2019
- Marketsource - B8ta ProgramOct 2017 to Apr 2018
- Hudson Rpm LLCJan 2015 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 7 states (CT, FL, MA, ME, NH, TX, VT).
TD Private Client Wealth LLC
$8.6BAssets managed
25,685Clients
530Advisers
13 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
- 7177181
- Firm CRD
- 164484