Jhonatan White

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

• 09/2019 → 03/2022
  Fidelity Brokerage Services Llc
  Merrimack, NH
• 05/2018 → 08/2019
  1A Auto
  Nashua, NH
• 10/2017 → 04/2018
  Marketsource - B8Ta Program
  Nashua, NH
• 01/2015 → 11/2017
  Hudson Rpm Llc
  Nashua, NH
• 03/2022 → 09/2024
  Charles Schwab & Co., Inc.
  Burlington, MA
• 03/2023 → 09/2024
  Charles Schwab Bank, Ssb
  Burlington, MA
• 09/2024 → 03/2025
  Sentinel Group
  Wakefield, MA
• 07/2025 → Present
  Td Bank N.A.
  Nashua, NH
• 03/2025 → 07/2025
  Unemployed
  Nashua, NH
• 07/2025 → Present
  Td Private Client Wealth Llc
  Nashua, NH

Previous Registrations

• 2024-09-16 → 2025-03-13
  Sentinel Pension Advisors, Llc.
  Wakefield, MA
• 2022-06-17 → 2024-09-20
  Charles Schwab & Co., Inc.
  Carmel, IN
  Burlington, MA
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2022-06-17
• S63 Uniform Securities Agent State Law Examination
  2020-07-15

Other Names

• Jhon White
• Jhonatan Willians Henry White
• Jhonatan White