Unclaimed Profile

Timothy Paul White

JOHNSON & WHITE WEALTH MANAGEMENT LLC·YORK, Pennsylvania

SIE, Series 3, Series 4, Series 6, Series 7, Series 8, Series 24, Series 31, Series 53, Series 63, Series 6523 years registeredJOHNSON & WHITE WEALTH MANAGEMENT LLC

224 ST. CHARLES WAY, YORK, PA 17402CRD# 1913077Firm CRD# 169795

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Paul White · YORK, PA

Registration

CRD #1913077 · JOHNSON & WHITE WEALTH MANAGEMENT LLC · 23 years registered

Brand Profile

Not yet started

Career History

JOHNSON & WHITE WEALTH MANAGEMENT LLC

Jun 2014 – present

WELLS FARGO ADVISORS, LLC

Jun 2003 – Jun 2014

YORK, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 6

Series 7

Series 8

Series 24

Series 31

Series 53

Series 63

Series 65

Registration record

First registered · June 3, 2003

Years registered · 23

Disclosure History

2008Customer Dispute·Settled

2006Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

JOHNSON & WHITE WEALTH MANAGEMENT LLC

CRD 169795 · SEC 801-79746

AUM

$365M

Regulatory assets under management

Employees

1,262 client accounts

Services offered by JOHNSON & WHITE WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JOHNSON & WHITE WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Timothy Paul White offer?

Timothy Paul White specializes in Financial Planning, Investment Management. Contact their office in YORK, Pennsylvania for a consultation.

What are Timothy Paul White's credentials?

Timothy Paul White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Paul White located?

Timothy Paul White is based in YORK, Pennsylvania, working with JOHNSON & WHITE WEALTH MANAGEMENT LLC. Their office serves clients in the YORK metropolitan area and surrounding communities.

How does Timothy Paul White charge for services?

Timothy Paul White's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JOHNSON & WHITE WEALTH MANAGEMENT LLC?

JOHNSON & WHITE WEALTH MANAGEMENT LLC has approximately 6 employees and manages $365M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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