Jeffrey Bernard Larson

Employer firm

Tiaa-Cref Individual & Institutional Services, LLC CRD 20472

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Belleville, WI
• 10/2011 → Present
  Tiaa
  Belleville, WI

Previous Registrations

• 2010-11-08 → 2011-10-06
  Kcd Financial, Inc.
  Green Bay, WI
• 2007-04-16 → 2010-05-18
  Sii Investments, Inc.
  Jupiter, FL
  Flemington, NJ
  Appleton, WI

Other Businesses

SELF (ENDURANCE ADVISOR COACHING AND ENDURANCE EVENTS) POSITION: Coach NATURE: Athletic Endurance Training and Race Event Production, Support and Direction INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/18/2012 ADDRESS: Home Address, Belleville WI 53508, United States DESCRIPTION: Provide training programs, advice and feedback to train athletes for competition in endurance sports (cycling, running, triathlon, etc.). Monitor progress and measure results to improve performance. Another part of the same business produces, directs and supports endurance events (including but not limited to cycling, running, swimming and triathlon events).

Exams

• S66 Uniform Combined State Law Examination
  2006-06-05
• S63 Uniform Securities Agent State Law Examination
  1998-06-30

Other Names

• Jeffrey B Larson