Jason Jonathan Wallach

Td Private Client Wealth LLC

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Current Employers

Td Private Client Wealth Llc

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

Current Registrations

Authority	Category	Status	Date
WY	RA	APPROVED	2025-03-19
OH	RA	APPROVED	2025-03-12
IL	RA	APPROVED	2024-02-05
MN	RA	APPROVED	2023-04-07
GA	RA	APPROVED	2023-01-10
AZ	RA	APPROVED	2022-03-31
AR	RA	APPROVED	2022-03-15
NY	RA	APPROVED	2021-08-19
OK	RA	APPROVED	2021-07-27
WA	RA	APPROVED	2020-04-29
MT	RA	APPROVED	2019-01-04
IA	RA	APPROVED	2017-03-02
CA	RA	APPROVED	2013-12-13
MA	RA	APPROVED	2013-04-29
FL	RA	APPROVED	2013-04-24
CT	RA	APPROVED	2013-04-23
DE	RA	APPROVED	2013-04-23
ME	RA	APPROVED	2013-04-23
MD	RA	APPROVED	2013-04-23
NH	RA	APPROVED	2013-04-23
NJ	RA	APPROVED	2013-04-23
NC	RA	APPROVED	2013-04-23
PA	RA	APPROVED	2013-04-23
RI	RA	APPROVED	2013-04-23
SC	RA	APPROVED	2013-04-23
VT	RA	APPROVED	2013-04-23
VA	RA	APPROVED	2013-04-23

WY RA
APPROVED

Since 2025-03-19
OH RA
APPROVED

Since 2025-03-12
IL RA
APPROVED

Since 2024-02-05
MN RA
APPROVED

Since 2023-04-07
GA RA
APPROVED

Since 2023-01-10
AZ RA
APPROVED

Since 2022-03-31
AR RA
APPROVED

Since 2022-03-15
NY RA
APPROVED

Since 2021-08-19
OK RA
APPROVED

Since 2021-07-27
WA RA
APPROVED

Since 2020-04-29
MT RA
APPROVED

Since 2019-01-04
IA RA
APPROVED

Since 2017-03-02
CA RA
APPROVED

Since 2013-12-13
MA RA
APPROVED

Since 2013-04-29
FL RA
APPROVED

Since 2013-04-24
CT RA
APPROVED

Since 2013-04-23
DE RA
APPROVED

Since 2013-04-23
ME RA
APPROVED

Since 2013-04-23
MD RA
APPROVED

Since 2013-04-23
NH RA
APPROVED

Since 2013-04-23
NJ RA
APPROVED

Since 2013-04-23
NC RA
APPROVED

Since 2013-04-23
PA RA
APPROVED

Since 2013-04-23
RI RA
APPROVED

Since 2013-04-23
SC RA
APPROVED

Since 2013-04-23
VT RA
APPROVED

Since 2013-04-23
VA RA
APPROVED

Since 2013-04-23

Branch Locations

1919 Gallows Road 2Nd Floor, Vienna, VA 22182 • United States

1100 Lake Street 3Rd Floor, Ramsey, NJ 07446 • 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

Organization	City	State	From	To
Td Private Client Wealth Llc	Ramsey	NJ	09/2012	Present
Td Bank, N.A.	Ramsey	NJ	01/2013	Present

09/2012 → Present

Td Private Client Wealth Llc

Ramsey, NJ
01/2013 → Present

Td Bank, N.A.

Ramsey, NJ

Previous Registrations

2004-07-15 → 2010-05-28

Td Wealth Management Services Inc.

New York, NY

Ramsey, NJ

Ramsey, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-03-11
S65	Uniform Investment Adviser Law Examination	2004-07-14
S63	Uniform Securities Agent State Law Examination	1986-10-29

S66 Uniform Combined State Law Examination

2013-03-11
S65 Uniform Investment Adviser Law Examination

2004-07-14
S63 Uniform Securities Agent State Law Examination

1986-10-29

Designations

View on SEC IAPD

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CAPITOL PRIVATE WEALTH GROUP LLC · VIENNA, VA

AMERIPRISE FINANCIAL SERVICES, LLC · VIENNA, VA

PNC WEALTH MANAGEMENT LLC · VIENNA, VA

RETIREMENT RESEARCHER, LLC · TYSONS, VA

MCLEAN ASSET MANAGEMENT CORP. · TYSONS, VA

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ATEGRA CAPITAL MANAGEMENT, LLC · VIENNA, VA

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