Amanda Joyce Stone

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

• 05/2026 → Present
  Td Bank N.A.
  Keene, NH
• 05/2026 → Present
  Td Private Client Wealth Llc
  Keene, NH
• 02/2007 → 07/2018
  Maurices
  Keene, NH
• 08/2018 → 12/2020
  Citizens Bank
  Keene, NH
• 09/2018 → 12/2020
  Citizens Securities, Inc.
  Keene, NH
• 12/2020 → 05/2026
  Jp Morgan Chase Bank
  Nashua, NH
• 12/2020 → 06/2022
  Jp Morgan Securities Llc
  Nashua, NH
• 09/2022 → 05/2026
  J.P. Morgan Securities Llc
  Nashua, NH

Previous Registrations

• 2025-11-20 → 2026-05-13
  J.P. Morgan Securities Llc
  Milford, NH
  Nashua, NH
  Clinton, MA
  Worcester, MA
  Auburn, MA
  Hadley, MA
  Nashua, NH

Exams

• S66 Uniform Combined State Law Examination
  2025-11-20
• S63 Uniform Securities Agent State Law Examination
  2019-03-11

Other Names

• Amanda Joyce Locke
• Amanda Stone
• Amanda Stone
• Amanda Joyce Stone
• Amanda Joyce Stone