Best Investors Account Sign in

Jonathan Robert Strong

Tiaa-Cref Individual & Institutional Services, LLC

Charlotte, NC

Waxhaw, NC

Claim This Profile
Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2018-11-14
  • NC RA
    APPROVED
    Since 2018-11-14

Branch Locations

8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States

Waxhaw, NC • 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
Metlife Charlotte NC 09/2015 10/2016
Wells Fargo Clearing Services Charlotte NC 01/2017 03/2017
Tiaa-Cref Individual & Institutional Services, Llc Charlotte NC 03/2017 Present
Tiaa Charlotte NC 03/2017 Present
Metlife Investors Distribution Company Charlotte NC 09/2015 10/2016
  • 09/2015 → 10/2016
    Metlife
    Charlotte, NC
  • 01/2017 → 03/2017
    Wells Fargo Clearing Services
    Charlotte, NC
  • 03/2017 → Present
    Tiaa-Cref Individual & Institutional Services, Llc
    Charlotte, NC
  • 03/2017 → Present
    Tiaa
    Charlotte, NC
  • 09/2015 → 10/2016
    Metlife Investors Distribution Company
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-14
S63 Uniform Securities Agent State Law Examination 2016-01-11
  • S66 Uniform Combined State Law Examination
    2018-11-14
  • S63 Uniform Securities Agent State Law Examination
    2016-01-11
Other Names
  • Jonathan Strong
  • Jonathan Robert Strong

View on SEC IAPD

Other Firms

FIRST TRYON ADVISORS
MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
ARKADIOS WEALTH ADVISORS
MODERA WEALTH MANAGEMENT, LLC
TLG ADVISORS, INC.
CAPITALA PRIVATE ADVISORS, LLC

Other Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS
BRANDON RICHARD PHILLIPS
BERT DEEMS MAY
LEILA TARATUS EVANS
Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor