John J. White

TODD ASSET MANAGEMENT LLC

LOUISVILLE, KY 40202

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CRD#: 1669539

Professional summary

John James White, who also goes by Jack White, is a registered financial advisor currently at TODD ASSET MANAGEMENT LLC located in Louisville, Kentucky.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. John has worked at 5 firms and has passed the Series 65, Series 63, Series 16, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jack White

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John James White's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 21, 2010 - Present

TODD ASSET MANAGEMENT LLC

Office #1: 101 South 5th Street Suite 3160, Louisville, KY 40202

RIA

CRD#: 109473

LOUISVILLE, KY

Past

September 4, 2002 - May 1, 2009

TODD INVESTMENT ADVISORS, INC.

RIA

CRD#: 105200

LOUISVILLE, KY

Past

September 4, 2002 - February 28, 2007

W&S BROKERAGE SERVICES, INC.

CRD#: 8099

CINCINNATI, OH

Past

May 10, 1994 - February 22, 2002

WACHOVIA SECURITIES, INC.

CRD#: 431

CHARLOTTE, NC

Past

July 21, 1987 - April 20, 1994

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TODD ASSET MANAGEMENT LLC

TODD VEREDUS ASSET MANAGEMENT LLC | VEREDUS ASSET MANAGEMENT LLC | TODD VEREDUS ASSET MANAGEMENT LLC | TODD ASSET MANAGEMENT LLC

CRD#: 109473 / SEC#: 801-55565

RIA

Registered Investment Advisory firm - (5/15/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kentucky
(1/21/2010)

IAR

Texas
(1/21/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/5/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/25/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 16

Date: 10/10/1996

NYSE Supervisory Analyst Examination

General Industry/Product Exam

Series 7

Date: 7/18/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/6/1994

General Securities Principal Examination

Current Firm

TODD ASSET MANAGEMENT LLC

TODD VEREDUS ASSET MANAGEMENT LLC | VEREDUS ASSET MANAGEMENT LLC | TODD VEREDUS ASSET MANAGEMENT LLC | TODD ASSET MANAGEMENT LLC

CRD#: 109473 / SEC#: 801-55565

RIA

Registered Investment Advisory firm - (5/15/1998 Approved)

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Contact information

Main Address

101 South 5th Street Suite 3100, Louisville, KY 40202

Mailing Address

Phone number

(502) 585-3121

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TODD ASSET MANAGEMENT LLC PART 2A (3/20/2025)

Regulatory assets under management

Total Number of Accounts	106
AUM (Assets Under Management)	$ 5,093,298,172

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

John J. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John James White's CRS (Customer Relationship Summary).

Certified licenses

Experience

TODD INVESTMENT ADVISORS, INC.

W&S BROKERAGE SERVICES, INC.

WACHOVIA SECURITIES, INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

TODD ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/5/2001

Series 63

Date: 9/25/1987

Series 16

Date: 10/10/1996

Series 7

Date: 7/18/1987

Series 24

Date: 10/6/1994

Current Firm

TODD ASSET MANAGEMENT LLC

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TODD ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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