Jonathan W Mclean

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

• 01/2023 → Present
  Tiaa
  New York, NY
• 01/2023 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  New York, NY
• 10/2017 → 01/2023
  Minchin Moore Private Wealth
  Sydney
• 11/2015 → 07/2017
  Goldman Sachs
  Sydney

Other Businesses

RENTAL PROPERTY POSITION: Owner NATURE: Investment properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: Home Address, New York NY 10001, United States DESCRIPTION: I own an investment property in Australia 19 Chambers Ave, Bondi Beach, NSW 20263/6 Blenheim Street, Randwick, NSW

Exams

• S66 Uniform Combined State Law Examination
  2023-02-04