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Jason Rufus Creel

Tiaa-Cref Individual & Institutional Services, LLC

Weddington, NC

Charlotte, NC

Charlotte, NC

CRD 4193296

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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
NC RA APPROVED 2008-04-18
  • NC RA
    APPROVED
    Since 2008-04-18

Branch Locations

Weddington, NC • United States

14120 Ballantyne Corporate Place Suite 300, Charlotte, NC 28277 • United States

8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • 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 Charlotte NC 09/2006 Present
Tiaa Charlotte NC 09/2006 Present
Previous Registrations
  • 2005-03-02 → 2006-09-01
    Bofa Advisors, Llc
    Charlotte, NC
  • 2003-01-01 → 2004-06-09
    Bacap Distributors, Llc
    Charlotte, NC
  • 2001-12-31 → 2003-01-01
    Stephens
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-08-15
  • S66 Uniform Combined State Law Examination
    2001-08-15

View on SEC IAPD

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