John Clayton Stewart

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2019 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX
• 10/2019 → Present
  Tiaa
  Frisco, TX
• 07/2019 → 10/2019
  Unemployed
  Little Elm, TX
• 07/2013 → 07/2019
  Woodbridge Home Exteriors
  Dallas, TX
• 05/2017 → 05/2017
  Uber
  Dallas, TX

Other Businesses

(1) VARSITY TUTORS POSITION: Tutor NATURE: Matches students with appropriate tutors to help them study and comprehend subjects. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 05/27/2025 ADDRESS: 6330 Southwood Ave, Saint Louis MO 63105, United States DESCRIPTION: Content is limited to individual tutoring sessions for students studying for the SIE, Series 6 & 7 (2) DOORDASH, INC POSITION: Dasher NATURE: DoorDash, Inc. is an American company operating online food ordering and food delivery. It trades under the symbol DASH. With a 56% market share, DoorDash is the largest food delivery platform in the United States. It also has a 60% market share in the convenience delivery category. INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 10/08/2025 ADDRESS: 303 2nd Street, Suite 800, San Francisco CA 94107, United States DESCRIPTION: Gig work as a delivery driver. No set schedule. (3) MAPLEBEAR INC. (DBA INSTACART) POSITION: Full service shopper NATURE: Providing services as an independent contractor doing gig work, shopping and delivering items such as sundries and groceries. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 11/24/2025 ADDRESS: 50 Beale St #600, San Francisco CA 94105, United States DESCRIPTION: Going to stores and filling orders submitted by clients and then delivering them to specified local addresses.

Exams

• S66 Uniform Combined State Law Examination
  2024-04-22
• S63 Uniform Securities Agent State Law Examination
  2019-11-30