Inactive

Jared Michael Jones-Crosby

Tiaa-Cref Individual & Institutional Services, LLC

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Current Employers

Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

Authority	Category	Status	Date
AL	RA	APPROVED	2026-01-23
TX	RA	APPROVED	2025-10-30
VT	RA	APPROVED	2025-10-30
NY	RA	APPROVED	2025-09-26

AL RA
APPROVED

Since 2026-01-23
TX RA
APPROVED

Since 2025-10-30
VT RA
APPROVED

Since 2025-10-30
NY RA
APPROVED

Since 2025-09-26

Branch Locations

58 South Service Road Suite 305, Melville, NY 11747 • United States

Roosevelt, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	05/2010	12/2017
Bank Of America, N.A.	New York	NY	05/2010	04/2022
Tiaa	Melville	NY	04/2022	Present
Tiaa-Cref Individual & Institutional Services, Llc	Melville	NY	06/2025	Present

05/2010 → 12/2017

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
05/2010 → 04/2022

Bank Of America, N.A.

New York, NY
04/2022 → Present

Tiaa

Melville, NY
06/2025 → Present

Tiaa-Cref Individual & Institutional Services, Llc

Melville, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-09-26
S63	Uniform Securities Agent State Law Examination	2007-11-28

S65 Uniform Investment Adviser Law Examination

2025-09-26
S63 Uniform Securities Agent State Law Examination

2007-11-28

Other Names

Jared Jones-Crosby
Jared Michael Jones-Crosby
Jared M Jones-Crosby

View on SEC IAPD

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