Jonathan
Abbuehl
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Jonathan Abbuehl is a financial advisor based in Sarasota, Florida, working with Tiaa-Cref Individual & Institutional Services, LLC. Jonathan has previously held positions at Jp Morgan Securities LLC, Jp Morgan Chase Bank, Improv Comedy Club, Morgan Stanley, Morgan Stanley Private Bank, National Association, Tiaa, and Tiaa-Cref Individual & Institutional Services, LLC. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Jonathan is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Sarasota, Florida. The firm has 137 offices and 1,519 employees. The firm manages assets totaling $32.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Tiaa-Cref Individual & Institutional Services, LLC includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$32,676,871,332
1,519
73,602
$443,967
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jonathan Abbuehl Work History
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Morgan Stanley
Morgan Stanley Private Bank, National Association
Jp Morgan Securities LLC
Jp Morgan Chase Bank
Improv Comedy Club
Disclosures
Please visit the SEC profile of Jonathan Abbuehl 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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