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Jennifer Michelle Tontillo

Tiaa-Cref Individual & Institutional Services, LLC

Chicago, IL

Evanston, IL

Vernon Hills, IL

CRD 5474098

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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:

Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-26
IL RA APPROVED 2016-01-28
  • TX RA
    APPROVED_RES
    Since 2025-08-26
  • IL RA
    APPROVED
    Since 2016-01-28

Branch Locations

333 W. Wacker Drive 28Th & 30Th Floors, Chicago, IL 60606 • United States

1560 Sherman Avenue Suite 100, Evanston, IL 60201 • United States

Vernon Hills, IL • 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
OrganizationCityStateFromTo
Tiaa-Cref Individual & Institutional Services, Llc Chicago IL 01/2016 Present
Tiaa Chicago IL 01/2016 Present
Previous Registrations
  • 2015-01-08 → 2016-01-26
    Harrisdirect Llc
    Chicago, IL
    Arlington, VA
  • 2011-07-28 → 2015-01-14
    Charles Schwab & Co., Inc.
    Geneva, IL
    Naperville, IL
    Naperville, IL
    Orland Park, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-07-27
S63 Uniform Securities Agent State Law Examination 2008-02-15
  • S66 Uniform Combined State Law Examination
    2011-07-27
  • S63 Uniform Securities Agent State Law Examination
    2008-02-15
Other Names
  • Jennifer M Tontillo

View on SEC IAPD

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Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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