Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,301Registered advisersEvery investment adviser representative
- 304,895Dually registered77% are also broker reps
- 93,406Adviser onlyNot registered with a broker-dealer
- 25,639FirmsWhere they're registered
- 56,898CFPs11,003 CFAs, 12,693 ChFCs
From the SEC’s compilation report of October 24, 2026, refreshed every morning. +89 since the file before. 53 firm joins and 232 departures in the latest file. 7 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
7 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Jordan S. AbellYork, PA | Johnson & White Wealth Management LLC | Adviser only | CFP | Atlas | 2021 |
| 2Robert W. Allan IIIYork, PA | Johnson & White Wealth Management LLC | Adviser only | – | Atlas | 2007 |
| 3Melinda J. BodiYork, PA | Johnson & White Wealth Management LLC | Adviser only | – | Atlas | 2020 |
| 4Sara R. BrackettYork, PA | Johnson & White Wealth Management LLC | Adviser only | – | Atlas | 2024 |
| 5Christopher L. JohnsonYork, PA | Johnson & White Wealth Management LLC | Adviser only | CFP | Atlas | 2003 |
| 6Jacob W. LittleYork, PA | Johnson & White Wealth Management LLC | Adviser only | – | Atlas | 2025 |
| 7Timothy P. WhiteYork, PA | Johnson & White Wealth Management LLC | Adviser only | CFP | Atlas | 2003 |
From the SEC’s Investment Adviser Public Disclosure compilation report: investment adviser representatives, including those also registered as broker representatives. Personal contact details aren’t included.