Jared Michael Fossler

$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
TX	RA	APPROVED	2021-09-28

Branch Locations

9600 Great Hills Trail, Austin, TX 78759 • United States

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

Organization	City	State	From	To
Tiaa	Austin	TX	06/2021	Present
Tiaa-Cref Individual & Institutional Services, Llc	Austin	TX	06/2021	Present
Chick-Fil-A	La Mesa	CA	06/2017	05/2019
Tmlt	Austin	TX	06/2019	08/2019
Tiaa	San Diego	CA	06/2020	08/2020
Christian Jr And High School	El Cajon	CA	06/2008	05/2017
Baylor University	Waco	TX	08/2017	05/2021

06/2021 → Present

Tiaa

Austin, TX
06/2021 → Present

Tiaa-Cref Individual & Institutional Services, Llc

Austin, TX
06/2017 → 05/2019

Chick-Fil-A

La Mesa, CA
06/2019 → 08/2019

Tmlt

Austin, TX
06/2020 → 08/2020

Tiaa

San Diego, CA
06/2008 → 05/2017

Christian Jr And High School

El Cajon, CA
08/2017 → 05/2021

Baylor University

Waco, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-09-27