Invested Better
Unclaimed

Unclaimed

Unclaimed

Umair Jawaid

TD Private Client Wealth LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Umair? Claim Your Profile

About Umair Jawaid

Umair Jawaid is a registered representative associated with TD Private Client Wealth LLC and has been in the industry since September 2017. Umair holds a Series 66 license and is registered in Florida. Umair is a part-owner of ON DEMAND REHAB LLC. Prior to joining TD Private Client Wealth LLC, Umair was employed by JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Umair's experience also includes time spent at LPL Finanical LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bank of America, N.A. Umair specializes in providing financial planning, pension consulting, and educational seminars to individuals, businesses, and charitable organizations.

Firm Information

Umair Jawaid is currently registered with TD Private Client Wealth LLC. TD Private Client Wealth LLC, a Limited Liability Company formed in 2012, is an investment advisor with offices in New York, NY. The firm manages approximately $1 billion to $10 billion in assets and provides financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and other advisory services. TD Private Client Wealth LLC has been registered with the SEC and is also registered in all 50 states. The firm serves a variety of clients including individuals, high net worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
TD Private Client Wealth LLC

1 VANDERBILT AVENUE

NEW YORK, NY 10017

$6.45B

Assets Under Management

Not reported

Total Clients

487

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Umair Jawaid’s Registration & Firm History

FL

09/27/2024 - Present

TD Private Client Wealth LLC (Fort Lauderdale FL)

Not sure if Umair Jawaid is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Umair Jawaid.
Not sure if Umair Jawaid is right for you?