Jordan
Abell

Johnson & White Wealth Management LLC

CRD#7364836
Investment Advisor
in York, PA

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About this Advisor

Jordan Abell is a financial advisor based in York, Pennsylvania, working with Johnson & White Wealth Management LLC. Jordan has previously held positions at Johnson & White Wealth Management, LLC, Mercari Consultants (The Boston Executives), California State University, Northridge, Washington & Finnegan, Inc, Student, and Lausd. Jordan has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Jordan is part of Johnson & White Wealth Management LLC, which operates out of York, Pennsylvania. The firm has 6 employees and manages assets totaling $364.8 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Johnson & White Wealth Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

224 St. Charles Way Suite 200
York, PA 17402

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Johnson & White Wealth Management LLC Brokerage Details

Total Assets Under Management

$364,768,820

PA Average: $15,833,994,310
Total Number of Employees

6

PA Average: 41
Total Number of Accounts

1,262

PA Average: 3,342
Average Account Size

$289,040

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jordan Abell Work History

2021 - Present (3 years)

Johnson & White Wealth Management, LLC

2020 - 2021 (1 year)

N/A

2020 - 2020 (< 1 year)

Mercari Consultants (The Boston Executives)

2016 - 2020 (4 years)

California State University, Northridge

2016 - 2020 (4 years)

Washington & Finnegan, Inc

2014 - 2015 (1 year)

Lausd

2008 - 2014 (6 years)

Student

Disclosures

Please visit the SEC profile of Jordan Abell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Johnson & White Wealth Management LLC

Robert Allan
York, PA
Timothy White
York, PA
Melinda Bodi
York, PA
Jordan Abell
York, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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