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Melinda Jean Bodi

Investment adviser representative at Johnson & White Wealth Management LLC
11 yearsExperience
1 stateRegistered in
$484.6MFirm assets
12 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Johnson & White Wealth Management LLCSep 2019 to now
  2. York Va Outpatient ClinicAug 2015 to Sep 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (PA).

Johnson & White Wealth Management LLC

$484.6MAssets managed
480Clients
7Advisers
12 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
7207513
Firm CRD
169795
Advisor's SEC record (opens in a new tab)
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