Jonathan
Abbuehl

Tiaa-Cref Individual & Institutional Services, LLC

CRD#6312608
Investment Advisor
in Sarasota, FL

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About this Advisor

Jonathan Abbuehl is a financial advisor working out of Sarasota, Florida, who has 6 years of relevant experience. Abbuehl is an advisor for Tiaa-Cref Individual & Institutional Services, LLC. During their career, the advisor has held roles at Jp Morgan Securities LLC, Jp Morgan Chase Bank, Wells Fargo Bank, Improv Comedy Club, Morgan Stanley, Morgan Stanley Private Bank, National Association, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Abbuehl maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida, Massachusetts, New Jersey and Texas. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment company that has its headquarters in New York, NY. It has offices in 136 locations and a total of 1,235 financial advisors. It oversees $31 billion in assets among its 76,892 client accounts, placing it among the biggest firms in the country by assets under management. The firm advises 22 charitable organizations. Of its 76,892 customer accounts, 62% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically are based on the type of financial services. Fee types charged by Tiaa-Cref Individual & Institutional Services, LLC can consist of any combination of asset-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

6 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

6151 Lake Osprey Drive 3Rd Floor
Sarasota, FL 34240

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,906,830,115

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

1,235

FL Average: 88
Total Number of Accounts

76,892

FL Average: 3,892
Average Account Size

$401,951

FL Average: $1,917,921

Investment Advisory Services

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

Jonathan Abbuehl Work History

Jonathan has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Tiaa

2017 - Present (7 years)

Tiaa-Cref Individual & Institutional Services, LLC

2015 - 2017 (2 years)

Morgan Stanley

2015 - 2017 (2 years)

Morgan Stanley Private Bank, National Association

2014 - 2015 (1 year)

Jp Morgan Securities LLC

2014 - 2015 (1 year)

Jp Morgan Chase Bank

2010 - 2014 (4 years)

Improv Comedy Club

2008 - 2014 (6 years)

Wells Fargo Bank

*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 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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Braden Danielson
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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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