Wayne Todd Jones

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

• 05/2014 → 03/2020
  Pnc Investments Llc
  Pittsburgh, PA
• 05/2014 → 03/2020
  Pnc Bank
  Berwyn, PA
• 03/2020 → 05/2022
  Clarfeld Financial Advisors
  Tarrytown, NY
• 03/2020 → 05/2022
  Citizens Bank
  Fort Washington, PA
• 08/2021 → 05/2022
  Citizens Securities
  Fort Washington, PA
• 05/2022 → Present
  Td Bank N.A.
  Marlton, NJ
• 05/2022 → Present
  Td Private Client Wealth Llc
  Marlton, NJ

Previous Registrations

• 2021-08-16 → 2022-06-03
  Citizens Securities, Inc.
  Conshohocken, PA
  Johnston, RI
• 2020-04-10 → 2022-06-03
  Citizens Private Wealth
  Tarrytown, NY
  Fort Washington, PA
• 2014-10-20 → 2018-12-06
  Pnc Wealth Management Llc
  Berwyn, PA
  Paoli, PA
  Blue Bell, PA
  Blue Bell, PA
  Hilton Head Island, SC

Exams

• S66 Uniform Combined State Law Examination
  2014-10-20
• S63 Uniform Securities Agent State Law Examination
  2003-05-30

Other Names

• Wayne Jones
• Wayne Todd Jones
• Wayne Todd Jones
• W. Todd Jones
• W. Todd Jones