Jeffrey
Norton

Tiaa-Cref Individual & Institutional Services, LLC

CRD#5048008
Investment Advisor
in Minneapolis, MN

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About this Advisor

Jeffrey Norton is a financial advisor based out of Minneapolis, Minnesota with a total of 7 years of relevant experience. Norton is an advisor for Tiaa-Cref Individual & Institutional Services, LLC. Throughout their career, Norton has worked at Cbeyond, Community Resource Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Norton has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to advise clients in Minnesota. Tiaa-Cref Individual & Institutional Services, LLC is a firm that has its headquarters in New York, NY. The firm has offices in 136 locations and a total of 1,235 advisors. It administers $31 billion in assets under management among its 76,892 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 22 charitable organizations. Of its 76,892 customer accounts, 62% belong to high-net-worth investors who have more than $1 million in assets. Tiaa-Cref Individual & Institutional Services, LLC offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely depend on the type of services provided. Fees charged by Tiaa-Cref Individual & Institutional Services, LLC can consist of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 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

8000 Norman Center Drive Suite 650
Minneapolis, MN 55437

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,906,830,115

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

1,235

MN Average: 88
Total Number of Accounts

76,892

MN Average: 3,892
Average Account Size

$401,951

MN Average: $1,917,921

Investment Advisory Services

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

Jeffrey Norton Work History

Jeffrey has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Tiaa

2016 - Present (8 years)

Tiaa-Cref Individual & Institutional Services, LLC

2015 - 2016 (1 year)

Cetera Investment Advisers LLC

2013 - 2013 (< 1 year)

Cbeyond

2013 - 2016 (3 years)

Community Resource Bank

2013 - 2016 (3 years)

Cetera Investment Services LLC

*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 Jeffrey Norton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advice And Planning Services

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Alyssa White
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Jeffrey Withington
Hanover, NH
Rasheed Defense
New York, NY
Anthony Roselli
Roseland, NJ
Timothy Tubbs
Knoxville, TN
Braden Danielson
Spokane, WA
Jeffrey Norton
Minneapolis, MN

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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