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Jacob Freeman Peck

Td Private Client Wealth LLC

Exton, PA

Marlton, NJ

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Current Employers
Td Private Client Wealth Llc

1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-09-27
MA RA APPROVED 2023-07-18
OH RA APPROVED 2020-07-26
DE RA APPROVED 2019-03-01
NJ RA APPROVED 2016-02-10
PA RA APPROVED 2016-02-08
  • CA RA
    APPROVED
    Since 2024-09-27
  • MA RA
    APPROVED
    Since 2023-07-18
  • OH RA
    APPROVED
    Since 2020-07-26
  • DE RA
    APPROVED
    Since 2019-03-01
  • NJ RA
    APPROVED
    Since 2016-02-10
  • PA RA
    APPROVED
    Since 2016-02-08

Branch Locations

100 Iron Lake Blvd, Exton, PA 19341 • United States

336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Bank N.A. Exton PA 01/2016 Present
Td Private Client Wealth Llc Exton PA 01/2016 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-17
S63 Uniform Securities Agent State Law Examination 2005-05-27
  • S66 Uniform Combined State Law Examination
    2014-12-17
  • S63 Uniform Securities Agent State Law Examination
    2005-05-27

View on SEC IAPD

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Other Investors

EUAN LIVINGTON
MATTHEW J. KELLEHER
PATRICK M FARREN
BRIAN SCHWEITZER
MANDY SUE SNIDER
DOUGLAS MCALLISTER
ANDREW JAMES MASON
KYLE GADIEL

Other Offices

STRATEGIC ADVISERS LLC · EXTON, PA
COMMONWEALTH FINANCIAL NETWORK · EXTON, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · EXTON, PA
COMPREHENSIVE FINANCIAL ADVISERS · EXTON, PA
COMMONWEALTH FINANCIAL NETWORK · EXTON, PA
HORNOR, TOWNSEND & KENT, LLC · EXTON, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Exton, PA
HORNOR, TOWNSEND & KENT, LLC · EXTON, PA

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