Jordan Aylesworth
Investment adviser representative at TD Private Client Wealth LLC
10 yearsExperience
4 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
10 years in the industry.
- TD Private Client Wealth LLCAug 2026 to now
- TD Bank N.A.Aug 2026 to now
- J.P. Morgan Securities LLCAug 2023 to Jul 2026
- JPMorgan Chase Bank, N.A.Aug 2023 to Jul 2026
- UnemployedJul 2023 to Jul 2023
- Fidelity InvestmentsJul 2021 to Jun 2023
- UnemployedMay 2021 to Jul 2021
- Beacon Hill StaffingJan 2021 to May 2021
- UnemployedJun 2020 to Jan 2021
- University System of New HampshireOct 2019 to Dec 2019
- Calling All CargoJun 2019 to Aug 2019
- Lowe'sJun 2018 to Aug 2018
- Tactical MovesDec 2017 to Apr 2018
- Camp Wing Day CampJun 2017 to Aug 2017
- University of New HampshireSep 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 4 states (CT, FL, NJ, NY).
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
- 7419408
- Firm CRD
- 164484