Timothy White has been Principal/Chief Compliance Officer of Johnson & White Wealth Management since May 2014, is a control person of the firm and directly owns between 25% and 50% of it. Timothy White holds a Master of Science in Personal Financial Planning from the College for Financial Planning and a Bachelor of Science in Finance from Penn State.
Johnson & White Wealth Management LLC is a York, PA firm with $485M under management, 480 clients and 7 advisers in one office, as of its July 2026 filing.
Tim White is Principal of Johnson & White Wealth Management, LLC. He is a co-founder and owner of the firm and is responsible for advising its investment clients. Before co-founding Johnson & White, he worked for over two decades for Wells Fargo and its predecessors, and earlier served in the U.S. Army as a Cavalry Officer.
Timothy White’s longest registration is the current one, 12 years at Johnson & White Wealth Management since 2014. Before joining Johnson & White Wealth Management in 2014, Timothy White was registered through Wells Fargo Advisors, LLC.
- – present · 12 yearsYork, PA · Adviser representative · Firm CRD 169795
- Wells Fargo Advisors, LLC– · 10 yearsYork, PA · Adviser representative · Firm CRD 19616
Professional designations
Listed by Johnson & White Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Timothy White is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2014; the most recent is Texas, in June 2018.
- PennsylvaniaSince 6 June 2014
- TexasResidentSince 27 June 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 3 | National Commodity Futures Examination | 31 March 2005 |
| Series 31 | Futures Managed Funds Examination | 17 June 2003 |
| Series 53 | Municipal Securities Principal Examination | 13 February 1998 |
| Series 4 | Registered Options Principal Examination | 26 August 1996 |
| Series 24 | General Securities Principal Examination | 19 April 1995 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 25 September 1992 |
| Series 65 | Uniform Investment Adviser Law Examination | 24 May 1991 |
| Series 7 | General Securities Representative Examination | 11 January 1991 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 January 1989 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 January 1989 |
- Name
- Securities Industry Essentials Examination
- Name
- National Commodity Futures Examination
- Name
- Futures Managed Funds Examination
- Name
- Municipal Securities Principal Examination
- Name
- Registered Options Principal Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Timothy Paul White
- CRD
- 1913077
- Firm
- Johnson & White Wealth Management · CRD 169795
- Role
- Principal/Chief Compliance Officer
- Office
- 224 ST. CHARLES WAY, SUITE 200, York, PA 17402
- Registration
- Investment adviser registration
- In the industry since
- June 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- johnsonandwhite.com
Where does Timothy White work?
Timothy White has been Principal/Chief Compliance Officer of Johnson & White Wealth Management LLC since May 2014, and is a control person of the firm.
Is Timothy White a financial advisor?
Yes. Timothy White has a current investment-adviser registration in Pennsylvania and Texas, through Johnson & White Wealth Management since June 2014.
How many years of experience does Timothy White have?
Timothy White has 23 years in the financial industry, since June 2003, across 2 adviser firms.
What exams has Timothy White passed?
Timothy White has passed 10 licensing exams: the Series 63, Series 6, Series 7, Series 65, Series 8, Series 24, Series 4, Series 53, Series 31 and Series 3. The earliest, the Series 63, was passed in January 1989. FINRA credited Timothy White with the SIE, which began in October 2018.
Where did Timothy White work before Johnson & White Wealth Management?
Before Johnson & White Wealth Management, Timothy White was registered through Wells Fargo Advisors, LLC, June 2003 to June 2014.
Where is Timothy White based?
Timothy White’s registered office is in York, PA.
Is Timothy White registered with FINRA?
No. Timothy White has no current broker registration.
Is Timothy White a CFP?
Johnson & White Wealth Management lists Timothy White with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Timothy White’s record?
Search CRD 1913077 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy White’s full registration record.
