Jordan Scott Abell
Investment adviser representative at Johnson & White Wealth Management LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$484.6MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Johnson & White Wealth Management, LLCMar 2021 to now
- N/aNov 2020 to Mar 2021
- Mercari Consultants (the Boston Executives)Sep 2020 to Nov 2020
- California State University, NorthridgeAug 2016 to Aug 2020
- Washington & Finnegan, Inc.Feb 2016 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7364836
- Firm CRD
- 169795