John White has been Senior Portfolio Manager, Director of Research, Director of Todd Asset Management since May 2009, is a control person of the firm and directly owns between 10% and 25% of it. John White holds a BS in Finance from Boston College and an MBA from Baruch College.
Todd Asset Management LLC is a Louisville, KY firm with $6.18B under management, 71 clients and 6 advisers in one office, as of its March 2026 filing.
John J. White is Senior Portfolio Manager and Partner of Todd Asset Management. He began his investment career in New York as an equity analyst at Metropolitan Life Insurance Company, then worked at Smith Barney as an equity strategist. He served as Director of Research for Wachovia Securities in Charlotte before joining Todd Investment Advisors in 2002 as a member of the equity management team.
John White’s longest registration is the current one, 16 years at Todd Asset Management since 2010. Before joining Todd Asset Management in 2010, John White was registered through Todd Investment Advisors, Inc.
- Todd Asset Management LLCCurrent– present · 16 yearsLouisville, KY · Adviser representative · Firm CRD 109473
- Todd Investment Advisors, Inc.– · 6 yearsLouisville, KY · Adviser representative · Firm CRD 105200
Professional designations
Listed by Todd Asset Management
- CFA
Investment adviser representative registrations
John White is registered as an investment adviser representative in 2 states. Each was approved in January 2010.
- KentuckySince 21 January 2010
- TexasSince 21 January 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 December 2001 |
| Series 16 | NYSE Supervisory Analyst Examination | 10 October 1996 |
| Series 24 | General Securities Principal Examination | 6 October 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 September 1987 |
| Series 7 | General Securities Representative Examination | 18 July 1987 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- NYSE Supervisory Analyst Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John James White
- CRD
- 1669539
- Firm
- Todd Asset Management · CRD 109473
- Role
- Senior Portfolio Manager, Director of Research, Director
- Office
- 101 SOUTH 5TH STREET, SUITE 3160, Louisville, KY 40202
- Registration
- Investment adviser registration
- In the industry since
- May 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- toddasset.com
Where does John White work?
John White has been Senior Portfolio Manager, Director of Research, Director of Todd Asset Management LLC since May 2009, and is a control person of the firm.
Is John White a financial advisor?
Yes. John White has a current investment-adviser registration in Kentucky and Texas, through Todd Asset Management since January 2010.
How many years of experience does John White have?
John White has 23 years in the financial industry, since May 2003, across 2 adviser firms.
What exams has John White passed?
John White has passed 5 licensing exams: the Series 7, Series 63, Series 24, Series 16 and Series 65. The earliest, the Series 7, was passed in July 1987.
Where did John White work before Todd Asset Management?
Before Todd Asset Management, John White was registered through Todd Investment Advisors, Inc., September 2002 to May 2009.
Where is John White based?
John White’s registered office is in Louisville, KY.
Is John White registered with FINRA?
No. John White has no current broker registration.
Is John White a CFA charterholder?
Todd Asset Management lists John White with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify John White’s record?
Search CRD 1669539 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John White’s full registration record.
