Allen Jason Rea

Employer firm

Nuveen Asset Management, LLC CRD 155584

$280B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 11/2008 → 04/2024
  Blackrock
  San Francisco, CA
• 02/2014 → 04/2024
  Blackrock Fund Advisors
  San Francisco, CA
• 01/2012 → 04/2024
  Blackrock Investments, Llc
  San Francisco, CA
• 04/2024 → Present
  Nuveen Securities, Llc
  Larkspur, CA
• 04/2024 → Present
  Nuveen Asset Management, Llc
  Chicago, IL

Previous Registrations

• 2014-06-25 → 2024-05-07
  Blackrock Fund Advisors
  San Francisco, CA

Other Businesses

(1) Name: Larkspur Community Foundation / Heatherwood Park (Larkspur, CA) Position: Treasurer Nature: Fundraising for community park. Investment Related: No Hours: 3 Securities Trading Hours: 0 Start Date: 6/15/2012 Address: P.O. Box 43. Larkspur, CA 94977-0043 Description: Bundle donations and expenses to be submitted to the community foundation treasurer on an occasional basis. (2) Name: Twin Cities Little League Position: Board of Directors Nature: Youth Baseball Investment Related: No Hours: 4 Securities Trading Hours: 0 Start Date: 10/5/2021 Address: P.O. Box 279. Corte Madera, CA 94976 Description: Administer registration and safety for league.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-25
• S63 Uniform Securities Agent State Law Examination
  2007-08-29

Other Names

• Allen Jason Rea
• A J Rea
• Allan Jason Rea