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Jeffrey Winfield Arwood

Tiaa-Cref Individual & Institutional Services, LLC

Nashville, TN

Hendersonville, TN

CRD 2218784

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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:

Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-19
AL RA APPROVED 2025-08-18
TN RA APPROVED 2007-02-07
  • TX RA
    APPROVED_RES
    Since 2025-08-19
  • AL RA
    APPROVED
    Since 2025-08-18
  • TN RA
    APPROVED
    Since 2007-02-07

Branch Locations

One American Center, 3100 West End Avenue Suite 375, Nashville, TN 37203 • United States

Hendersonville, TN • 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
Tiaa-Cref Individual & Institutional Services, Llc Nashville TN 12/2006 Present
Tiaa Nashville TN 12/2006 Present
Previous Registrations
  • 2006-06-08 → 2007-01-03
    1717 Capital Management Company
    Brentwood, TN
    Newark, DE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-05-01
S63 Uniform Securities Agent State Law Examination 1992-03-16
  • S65 Uniform Investment Adviser Law Examination
    2006-05-01
  • S63 Uniform Securities Agent State Law Examination
    1992-03-16
Other Names
  • Jeffrey Arwood

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN

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