Managing Director, Wealth Management Services
RIA Trends and Strategy
John Tovar oversees Wealth Management Services, which includes trading, fixed-income sales, relationship management, customer services, technology, account services and operations for over 46,000 independent Registered Investment Advisors who custody assets at TD Ameritrade Institutional.
Tovar joined the company in 1992, and most recently was responsible for trading and fixed income for the Institutional business. Tovar has held a variety of roles over his 16-year tenure including key management positions in Retail Brokerage Services at Jack White & Company and National Retail Services at TD Waterhouse and ultimately in TD Waterhouse Institutional in 2000.
Tovar is based in Fort Worth, Texas, and is currently Series 3, 4, 7, 8, 24, 53, 63, and 65 licensed.