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John James White

Todd Asset Management LLC

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About John James White

John White is a registered Investment Advisor Representative in Kentucky and Texas. John is associated with Todd Asset Management LLC. John has been in the securities industry since 1987, holding past registrations with W&S Brokerage Services, Inc. and Wachovia Securities, Inc. John has earned the following licenses and certifications: Series 63, Series 65, Series 7, Series 16 and Series 24. John also holds the designation of Chartered Financial Analyst.

Firm Information

John White is currently registered with Todd Asset Management LLC. Todd Asset Management LLC is an investment advisor headquartered in Louisville, Kentucky. The firm provides advisory services to a variety of clients, including high-net-worth individuals, charitable organizations, and state or municipal government entities. Todd Asset Management LLC offers portfolio management for businesses and individuals, and also publishes periodicals and provides selection of other advisors. They have a total of 105 client accounts with approximately $4,469,969,570 in regulatory assets under management.
Todd Asset Management LLC

101 SOUTH 5TH STREET

LOUISVILLE, KY 40202

$4.47B

Assets Under Management

16

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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provide and update model portfolio to platform clients under agreement

Provide and update model portfolio to platform clients under agreement

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John White’s Registration & Firm History

KY

01/21/2010 - Present

Todd Asset Management LLC (LOUISVILLE KY)

OH

09/04/2002 - 02/28/2007

W&S BROKERAGE SERVICES, INC. (CINCINNATI OH)

NC

05/10/1994 - 02/22/2002

WACHOVIA SECURITIES, INC. (CHARLOTTE NC)

NY

07/21/1987 - 04/20/1994

SMITH BARNEY SHEARSON INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/05/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/25/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/06/1994

Series 24 - General Securities Principal Examination

BC

Issued 10/10/1996

Series 16 - NYSE Supervisory Analyst Examination

BC

Issued 07/18/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John James White.
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