Jason Jonathan Wallach

Td Private Client Wealth LLC

CRD 702458

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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:

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

Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.

CAPITOL PRIVATE WEALTH GROUP LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

MARY ELIZABETH ELLISON

ROBERT BURTON LANK

Nearby Offices

OSAIC WEALTH, INC. · VIENNA, VA

CAPITOL PRIVATE WEALTH GROUP LLC · VIENNA, VA

AMERIPRISE FINANCIAL SERVICES, LLC · VIENNA, VA

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