John James Watson
Financial advisor at TD Private Client Wealth LLC · Mount Laurel, NJ
Last updated 2026-10-10
Claim your profileJohn James Watson is a financial advisor at TD Private Client Wealth LLC in Mount Laurel, NJ, CRD 2237650. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2002-10-28.
Registration
- CRD number
- 2237650
- Registration status
- Active
- IAPD registration
- 2002-10-28
- Industry Experience
- 23 years
- Work Experience
- 12 years
- States registered
- AL, AZ, CA, CO, CT, DE, FL, ID, IL, MA, MD, ME, MO, NC, NH, NJ, NY, OH, PA, RI, SC, SD, TX, VA, VT, WY
Licenses and exams
- Series 63
- Series 66
Designations
- CFP®
- Chartered Financial Consultant
Work history
- 2014-01 to Present · TD Bank, N.A. · Mount Laurel, NJ
- 2014-01 to Present · TD Private Client Wealth LLC · Mount Laurel, NJ
Current employment
- TD Private Client Wealth LLC · New York, NY
TD Private Client Wealth LLC
- Regulatory AUM
- $8,574,585,303
- Registered advisors
- 535
- Offices
- 325
- Clients per advisor
- 48.0 (Low)
- Average AUM per client
- $333.8K (Low)
- High-net-worth client ratio
- 5.9% (Low)
TD Private Client Wealth LLC: advisors, services and reported ETF investments
About
John James Watson is a CFP®, Chartered Financial Consultant financial advisor at TD Private Client Wealth LLC in Mount Laurel, NJ. Reported securities licenses include Series 63 and Series 66. The latest record indicates 23 years of industry experience and 12 years of reported work history. Reported roles include TD Bank, N.A..
TD Private Client Wealth LLC's firm-level Form ADV reports 535 advisors across 325 offices; approximately 48.0 clients per advisor, average assets per client of $333,836, and regulatory AUM of $8.6B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $4.2B across 250 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to John James Watson personally.
Reported ETF positions
TD Private Client Wealth reports 250 ETF positions worth $4.2B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $484.1M |
| IEFA — iShares Core MSCI EAFE ETF | $357.9M |
| VMBS — Vanguard Mortgage-Backed Securities ETF | $266.5M |
| SPY — SPDR S&P 500 ETF TRUST | $217.8M |
| GOVT — iShares U.S. Treasury Bond ETF | $201.9M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
TD Private Client Wealth's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $54.7M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $54.7M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | FESM — Fidelity Enhanced Small Cap Core ETF | $8.5M | Top 99.7% | Residual alpha +4.57% · Residual Sharpe 0.20 |
| Diversification Benefits | SMH — VanEck Semiconductor ETF | $5.3M | Top 94.1% | Replicability (R²) 79.0% · Residual Sharpe 0.20 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by TD Private Client Wealth LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Location
Mount Laurel, NJ
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 877-703-9896
- Website: td.com/us/en/investing
Official record
Are you John James Watson?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.