Jared Cole Gilbert

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

• 05/2012 → 09/2017
  Gwfs Equities, Inc
  Greenwood Village, CO
• 06/2016 → 09/2017
  Advised Assets Group, Llc
  Greenwood Village, CO
• 09/2017 → Present
  Tiaa
  Birmingham, AL
• 09/2017 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Birmingham, AL

Previous Registrations

• 2016-07-15 → 2017-09-20
  Empower Advisory Group, Llc
  Greenwood Village, CO

Other Businesses

(1) WASH CREEK FARM POSITION: Wildlife Manager NATURE: i will be overseeing a private farm that is used to for hunting and recreation by the family that owns it. They live out of state and want me to watch over the farm in their absence and feed the wildlife on the farm INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/05/2022 ADDRESS: 3395 Co. Rd. 173, Jemison AL 35085, United States DESCRIPTION: i will be overseeing a private farm used for recreation and hunting by the family that owns the farm (2) COOSA ASPHALT CO LLC POSITION: Owner NATURE: residential Asphalt paving INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/17/2024 ADDRESS: Home address, Deatsville AL 36022, United States DESCRIPTION: my role will be coordination of employees and oversight

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-15
• S63 Uniform Securities Agent State Law Examination
  2012-01-23