Jonathon Scott Friend

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

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

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

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2023-06-01

Branch Locations

777 E. Eisenhower Parkway Suite 100, Ann Arbor, MI 48108 • United States

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

Organization	City	State	From	To
Financial Focus	Farmington Hills	MI	06/2015	05/2023
Lpl Financial, Llc	Farmington Hills	MI	06/2016	05/2023
Tiaa	Ann Arbor	MI	05/2023	Present
Tiaa-Cref Individual & Institutional Services, Llc	Ann Arbor	MI	05/2023	Present
Michigan State University	East Lansing	MI	08/2018	05/2020

06/2015 → 05/2023

Financial Focus

Farmington Hills, MI
06/2016 → 05/2023

Lpl Financial, Llc

Farmington Hills, MI
05/2023 → Present

Tiaa

Ann Arbor, MI
05/2023 → Present

Tiaa-Cref Individual & Institutional Services, Llc

Ann Arbor, MI
08/2018 → 05/2020

Michigan State University

East Lansing, MI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-04-16