Jonathan Bass, based in Fort Lauderdale, FL, serves as a Private Client Relationship Manager for TD Wealth, offering a range of private client banking, lending, investment, trust, and estate services tailored to high-net-worth individuals. He collaborates closely with each client to evaluate their unique needs and craft a comprehensive financial plan centered on their objectives. Leveraging the resources of TD Wealth and TD Bank, Jonathan assembles a dedicated team of specialists to address the diverse requirements of every client.
Prior to his tenure at TD Wealth, Jonathan Bass held positions as a Wealth Advisor at Regions Bank and as a Vice President at Wells Fargo Advisors, bringing a wealth of experience to his current role. A graduate of Penn State University with a bachelor's degree in Labor and Industrial Relations, he holds FINRA Series 7, 63, and 65 registrations. Jonathan fosters enduring relationships with clients, acting as their primary point of contact while working in tandem with the specialized team he assembles to cater to their financial needs.
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