RJ
RJ

Reginald Johnson

18 Years of Experience
Orlando, FL
3 DisclosuresBroker

Reginald Johnson is a registered investment advisor at TD Private Client Wealth LLC, based in Orlando, FL, with 18 years of industry experience. Reginald 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
Fee-Only (% of Portfolio)
Firm Size
449 advisors
Number of Clients
25,685 clients
Average Client Portfolio
$321K average
Assets Under Management
$8.3B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

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.

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Location

301 East Pine Street, 10th Floor, Orlando, FL, 32801

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
October 2020
Final
Financial
August 2020
Final
Financial
May 2020
Final
Employment History
Current Registrations
TD Private Client Wealth LLC
April 2025 - Present · 1 yr 1 mo
TD Private Client Wealth LLCBroker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Truist Advisory Services, INC.
July 2021 - March 2025 · 3 yrs 8 mos
Truist Investment Services, INC.Broker
July 2021 - March 2025 · 3 yrs 8 mos
Independent Financial Partners
September 2020 - July 2021 · 10 mos
Ifp Securities, LLCBroker
September 2020 - July 2021 · 10 mos
Cambridge Investment Research Advisors, INC.
September 2019 - March 2020 · 6 mos
Cambridge Investment Research, INC.Broker
October 2018 - March 2020 · 1 yr 5 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
October 2010 - October 2018 · 8 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - October 2010 · 1 yr
Banc of America Investment Services, INC.Broker
April 2009 - October 2009 · 6 mos
Banc of America Investment Services, INC.Broker
November 2007 - March 2009 · 1 yr 4 mos
E*trade Securities LLCBroker
February 2007 - October 2007 · 8 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.