Janet L Kendall

Employer firm

Missionsquare Retirement CRD 108783

$6.31B regulatory AUM 3,264 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 06/2013 → 03/2025
  Tiaa
  Hartford, CT
• 06/2013 → 03/2025
  Tiaa-Cref Individual & Institutional Services, Llc
  Hartford, CT
• 09/2025 → Present
  Missionsquare Investment Services
  Washington, DC
• 09/2025 → Present
  Missionsquare Retirement
  Washington, DC
• 04/2025 → 08/2025
  Unemployed
  West Hartford, CT

Previous Registrations

• 2020-12-12 → 2025-01-31
  Tiaa-Cref Individual & Institutional Services, Llc
  Hamden, CT
  Hartford, CT
  Latham, NY
  West Hartford, CT
  Hamden, CT
  Hamden, CT
  West Hartford, CT

Other Businesses

MissionSquare Retirement. Investment related. Nature of Business: MissionSquare is a Delaware non-profit corporation established in 1972 to assist state and local governments and their agencies and instrumentalities ("plan sponsors") in the establishment and maintenance of deferred compensation and qualified retirement plans for their public sector employees. Address: 777 N. Capitol Street, NE, Washington, DC 20002. Position: Relationship Management Leader. Start Date: 9/2/2025. Hours per month devoted to other business 160 (~8hr/day); during securities trading hours (9:30 am-4:00 pm EST): 8.

Exams

• S66 Uniform Combined State Law Examination
  2020-12-12
• S63 Uniform Securities Agent State Law Examination
  2013-10-16

Designations

• Chartered Financial Consultant

Other Names

• Jan Kendall
• Janet Louise Kendall