John Ashelford
John Ashelford is a registered investment advisor at TD Private Client Wealth LLC, based in Milford, CT, with 14 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25,685 clients with $8.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TD Private Client Wealth (TDPCW) offers investment management through various wrap fee programs. You'll pay a single fee that covers investment advice and the cost of trading. The fee is based on the amount of your investments, including cash. The specific fee you pay depends on the program you choose. TDPCW may offer discounts on fees at its discretion. The total fee may change over time due to changes in your account, such as the amount of assets, changes in investment managers, or investment performance.
Location
1361 Boston Post Road, Milford, CT, 06460
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2010Other Business Activities
John is the Chairman of the Board for the Connecticut Hurricanes Drum and Bugle Corps, a non-profit organization, since 2001. He dedicates minimal time to this role, primarily overseeing the budget and setting operational policies.
Employment History
Current Registrations
TD Private Client Wealth LLCBroker
TD Private Client Wealth LLC
TD Private Client Wealth LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Newalliance Investments, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Signator Investors, INC.Broker
Park Avenue Securities LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.