Jonathan
Moyer

Tiaa-Cref Individual & Institutional Services, LLC

CRD#4658619
Investment Advisor
in Buffalo, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jonathan Moyer is an advisor located in Buffalo, New York. Currently a registered financial advisor with Tiaa-Cref Individual & Institutional Services, LLC, they have gathered 10 years of practice in the financial advisory industry. Moyer maintains a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Moyer is able to act as a financial advisor based out of New Jersey. Over the course of their career, they have held roles at Charles Schwab & Co., Inc, Charles Schwab Bank, First Niagara Bank, Lpl Financial Services, Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. Tiaa-Cref Individual & Institutional Services, LLC is headquartered in Buffalo, New York, and has 160 brick-and-mortar locations throughout the nation. Overall, Tiaa-Cref Individual & Institutional Services, LLC oversees $25 billion in assets dispersed across 69,021 accounts and employs more than 1,988 people. The firm's total assets under management makes it one of the largest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 61% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Tiaa-Cref Individual & Institutional Services, LLC offers financial planning services and portfolio management for individuals and small businesses. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

100 Corporate Parkway Suite 112
Buffalo, NY 14226

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$25,183,075,928

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

1,988

NY Average: 88
Total Number of Accounts

69,021

NY Average: 3,892
Average Account Size

$364,861

NY Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jonathan Moyer Work History

Jonathan has 11 years of experience.

2012 - Present (8 years)

Tiaa-Cref Individual & Institutional Services, LLC

2012 - Present (8 years)

Tiaa

2010 - 2012 (2 years)

First Niagara Bank

2010 - 2012 (2 years)

Lpl Financial Services

2009 - 2010 (1 year)

Charles Schwab & Co., Inc

2009 - 2010 (1 year)

Charles Schwab Bank

Disclosures

Jonathan Moyer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Advice And Planning Services

Mark Durrenberger
Evanston, IL
Robert Nicolosi
Palo Alto, CA
Janet Kang
New York, NY
Mauro Maich
Denver, CO
Kelly Director
Portland, OR
Francisco Ornelas
Denver, CO
Robert Lee
Newtown, PA
Kandi Rudolph
Charlotte, NC

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started