Jonathan Raymond Gussick

Employer firm

The Mather Group, LLC CRD 156005

$13.4B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• 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

• 01/2013 → 03/2019
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
• 01/2013 → 03/2019
  Tiaa
  Denver, CO
• 04/2019 → 01/2021
  The Mather Group, Llc
  Chicago, IL
• 01/2021 → 07/2022
  The Mather Group, Llc
  Chicago, IL
• 07/2022 → Present
  The Mather Group, Llc
  Chicago, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-05-28

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Jon Raymond Gussick