Jordan
Mcelmurry

Tiaa-Cref Individual & Institutional Services, LLC

CRD#6599133
Investment Advisor
in Denver, CO

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About this Advisor

Jordan Mcelmurry is a financial advisor who works in Denver, Colorado with 4 years of relevant experience. Mcelmurry is an employee of Tiaa-Cref Individual & Institutional Services, LLC. Over the course of their career, they have held roles at Tiaa- Cref Individual & Institutional Services, LLC, Tiaa, 7Th Sense Limited Partnership, Nan & Byrons and Capital Recovery Solutions. Mcelmurry has Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to serve investors in Colorado. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment business operating out of New York, NY. The investment advisory business has offices in 136 locations and a total of 1,235 people on staff. It handles $31 billion in assets under management between its 76,892 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 22 charities and foundations. Of its 76,892 accounts, 62% are associated with high-net-worth individuals who have at least $1 million in assets. Tiaa-Cref Individual & Institutional Services, LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules typically are based on which services are offered. However, fee types billed by Tiaa-Cref Individual & Institutional Services, LLC most likely are comprised of any combination of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

1670 Broadway Suite 2200, Denver Hub
Denver, CO 80202-5602

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,906,830,115

CO Average: $7,464,549,021
Total Number of Employees

1,235

CO Average: 88
Total Number of Accounts

76,892

CO Average: 3,892
Average Account Size

$401,951

CO Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jordan Mcelmurry Work History

Jordan has been registered as a financial advisor for 4 years.*

2016 - Present (8 years)

Tiaa- Cref Individual & Institutional Services, LLC

2016 - Present (8 years)

Tiaa

2015 - 2015 (< 1 year)

Nan & Byrons

2012 - 2014 (2 years)

Capital Recovery Solutions

2006 - 2015 (9 years)

7Th Sense Limited Partnership

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jordan Mcelmurry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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