Johnny
Mojica

Tiaa-Cref Individual & Institutional Services, LLC

CRD#7009297
Investment Advisor
in Charlotte, NC

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About this Advisor

Johnny Mojica is a financial advisor based in Charlotte, North Carolina, working with Tiaa-Cref Individual & Institutional Services, LLC. Johnny has previously held positions at Wells Fargo Clearing Services, LLC, Mecklenburg County Sheriffs Office, State Of Nc, Wells Fargo Bank N.A, Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, and Unc Charlotte. Johnny has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Johnny is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Charlotte, North Carolina. 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

Series 63, Series 65

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

8500 Andrew Carnegie Blvd. Charlotte Regional
Charlotte, NC 28262

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$32,676,871,332

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

1,519

NC Average: 88
Total Number of Accounts

73,602

NC Average: 3,892
Average Account Size

$443,967

NC Average: $1,917,921

Investment Advisory Services

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

Johnny Mojica Work History

2020 - Present (5 years)

Tiaa-Cref Individual & Institutional Services, LLC

2020 - Present (5 years)

Tiaa

2018 - 2020 (2 years)

Wells Fargo Clearing Services, LLC

2017 - 2018 (1 year)

Mecklenburg County Sheriffs Office

2016 - 2017 (1 year)

State Of Nc

2012 - 2016 (4 years)

Wells Fargo Bank N.A

2012 - 2015 (3 years)

Unc Charlotte

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Johnny Mojica 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

Khalil Morgan
Charlotte, NC
Juan Amador
Frisco, TX
Tristan Latzel
Denver, CO
Haley Clanton
Charlotte, NC
Reece Betcher
Milwaukie, OR
Amandeep Somal
Lewisville, TX
Cameron Bristol
Denver, CO
Rahul Kashyap
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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