Jeffrey
Jordan
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Jeffrey Jordan is a financial advisor based in New York, New York. Jordan is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Northwestern Mutual, Montgomery Recreation, Salisbury University, N/A, Axa Advisors, LLC, Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Jordan has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Connecticut, New Jersey and New York. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment firm that has its headquarters in New York, NY. It has offices in 136 locations and a total of 1,235 employees. It manages $31 billion in assets between its 76,892 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 22 charitable organizations. Of its 76,892 client accounts, 62% are held by high-net-worth clients who have more than $1 million in investable assets. The firm has 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 largely are based on the services offered. Fees charged by Tiaa-Cref Individual & Institutional Services, LLC can include some combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$30,906,830,115
1,235
76,892
$401,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jeffrey Jordan Work History
Jeffrey has been registered as a financial advisor for 0 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Fidelity Personal And Workplace Advisors
Fidelity Brokerage Services LLC
N/A
Axa Advisors, LLC
Northwestern Mutual
Salisbury University
N/A
Salisbury University
Montgomery Recreation
*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 Jordan 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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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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