Jonathan Randall Miller

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

Authority	Category	Status	Date
VT	RA	APPROVED	2025-08-25
AL	RA	APPROVED	2025-08-15
TX	RA	APPROVED	2012-08-03

VT RA
APPROVED

Since 2025-08-25
AL RA
APPROVED

Since 2025-08-15
TX RA
APPROVED

Since 2012-08-03

Branch Locations

Fort Worth, TX • United States

3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Tiaa-Cref Individual & Institutional Services, Llc	Frisco	TX	09/2006	Present
Tiaa	Frisco	TX	09/2006	Present

09/2006 → Present

Tiaa-Cref Individual & Institutional Services, Llc

Frisco, TX
09/2006 → Present

Tiaa

Frisco, TX

Other Businesses

NORTH TEXAS REFEREE PROGRAM POSITION: Referee NATURE: Refereeing Youth Soccer games for compensation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/06/2025 ADDRESS: Home Address, Fort Worth TX 76244, United States DESCRIPTION: Youth Soccer Referee

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-07-02
S63	Uniform Securities Agent State Law Examination	2006-09-25

S65 Uniform Investment Adviser Law Examination

2008-07-02
S63 Uniform Securities Agent State Law Examination

2006-09-25

View on SEC IAPD