John Jarrett Fitzgerald

Employer firm

Td Private Client Wealth LLC CRD 164484

$8.57B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 05/2019
  Td Private Client Wealth Llc
  Columbia, SC
• 06/2016 → 05/2019
  Td Bank N.A.
  Columbia, SC
• 05/2019 → 02/2020
  First Citizens Bank
  Charleston, SC
• 05/2019 → 02/2020
  First Citizens Investor Services
  Raleigh, NC
• 03/2020 → Present
  Td Bank N.A.
  Charleston, SC
• 03/2020 → Present
  Td Private Client Wealth Llc
  Charleston, SC

Previous Registrations

• 2019-05-09 → 2020-02-25
  First Citizens Investor Services, Inc.
  Charleston, SC
• 2016-07-05 → 2019-05-07
  Td Private Client Wealth Llc
  Columbia, SC
  Greenville, SC
  Charleston, SC
• 2015-08-03 → 2016-06-29
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Charleston, SC

Exams

• S66 Uniform Combined State Law Examination
  2015-08-01
• S65 Uniform Investment Adviser Law Examination
  1999-04-05
• S63 Uniform Securities Agent State Law Examination
  1997-10-08

Other Names

• John Jarrett Fitzgerald
• John Jarrett Fitzgerald
• John J Fitzgerald