Jonathan Richard Kimble

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

• 09/2024 → 11/2024
  Florida Financial Advisors Dba Texas Financial Advisors
  Dallas, TX
• 08/2021 → 10/2024
  Plano Data
  Plano, TX
• 06/2017 → 07/2021
  Moore Supply Company / Hajoca Corporation
  Mckinney, TX
• 05/2016 → 03/2017
  David Weekley Homes
  Dallas, TX
• 02/2025 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX
• 02/2025 → Present
  Tiaa
  Frisco, TX
• 12/2024 → 02/2025
  Unemployed
  Dallas, TX
• 02/2008 → 12/2023
  University Of North Texas
  Denton, TX

Previous Registrations

• 2024-09-25 → 2024-11-19
  Florida Financial Advisors, Llc
  Dallas, TX
  Dallas, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-03-12
• S65 Uniform Investment Adviser Law Examination
  2024-09-06

Other Names

• Jonathan Kimble
• Jonathan Richard Kimble
• Jonathan R Kimble