Johnson & White Wealth Management LLC

Johnson & White Wealth Management LLC (CRD# 169795) is a financial advisory firm headquartered in York, PA. They manage $322,094,289 in 1,153 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
224 St. Charles Way, Suite 200, York, PA 17402
http://johnsonandwhite.com
By the Numbers
  • Total Assets Under Management
    322
    MILLION
  • Total Number of Accounts
    1,153
    ACCOUNTS
  • Average Account Value
    $279,353
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MD, NC, PA, TX, VA

Financial Advisors at Johnson & White Wealth Management LLC
Showing 1 - 5 of 5 top financial advisors.
1
Robert Allan, financial advisor York PA
Robert W. Allan
CRD#: 5262146
224 St. Charles Way, Suite 200, York, PA 17402

Robert Allan (CRD# 5262146) is an Investment Advisor Representative working at Johnson & White Wealth Management LLC in York, PA and has over 16 years of experience in the finance industry.

2
Christopher Johnson, financial advisor York PA
Christopher L. Johnson
CRD#: 3062959
224 St. Charles Way, Suite 200, York, PA 17402

Christopher Johnson (CRD# 3062959) is an Investment Advisor Representative working at Johnson & White Wealth Management LLC in York, PA and has over 25 years of experience in the finance industry. Christopher Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Timothy White, financial advisor York PA
Timothy P. White
CRD#: 1913077
224 St. Charles Way, Suite 200, York, PA 17402

Timothy White (CRD# 1913077) is an Investment Advisor Representative working at Johnson & White Wealth Management LLC in York, PA and has over 34 years of experience in the finance industry. Timothy White has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jordan Abell, financial advisor York PA
Jordan S. Abell
CRD#: 7364836
224 St. Charles Way, Suite 200, York, PA 17402

Jordan Abell (CRD# 7364836) is an Investment Advisor Representative working at Johnson & White Wealth Management LLC in York, PA and has over 2 years of experience in the finance industry.

5
Melinda Bodi, financial advisor York PA
Melinda J. Bodi
CRD#: 7207513
224 St. Charles Way, Suite 200, York, PA 17402

Melinda Bodi (CRD# 7207513) is an Investment Advisor Representative working at Johnson & White Wealth Management LLC in York, PA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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