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Jeffrey Norris Taylor

Tiaa-Cref Individual & Institutional Services, LLC

Lexington, SC

Columbia, SC

CRD 3200901

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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:

Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-08-25
SC RA APPROVED 2013-11-21
  • AL RA
    APPROVED
    Since 2025-08-25
  • SC RA
    APPROVED
    Since 2013-11-21

Branch Locations

Lexington, SC • United States

1320 Main Street Suite 300, Offices 334, 341, Columbia, SC 29201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa Columbia SC 09/2010 Present
Tiaa-Cref Individual & Institutional Services, Llc Columbia SC 09/2010 Present
Previous Registrations
  • 2007-03-28 → 2012-03-20
    Mcshane Partners
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-06-06
S63 Uniform Securities Agent State Law Examination 2010-10-15
  • S65 Uniform Investment Adviser Law Examination
    2012-06-06
  • S63 Uniform Securities Agent State Law Examination
    2010-10-15
Other Names
  • Jeff N Taylor

View on SEC IAPD

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