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Jarrod Glenn Fowler

Tiaa-Cref Individual & Institutional Services, LLC

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About Jarrod Glenn Fowler

Jarrod Glenn Fowler is a financial advisor currently registered with TIAA-CREF Individual & Institutional Services, LLC. Jarrod Fowler has been in the financial services industry since 1996 and has a broad range of experience. Jarrod Fowler has served as a registered representative and investment advisor representative at several firms, including Chase Investment Services Corp. and First Avantus Securities, Inc.

Firm Information

Jarrod Fowler is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Compensation from affiliates

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Jarrod Fowler’s Registration & Firm History

TX

09/01/2005 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)

IL

03/05/2001 - 08/02/2005

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

TX

12/18/2000 - 02/23/2001

FIRST AVANTUS SECURITIES, INC. (AUSTIN TX)

TX

10/02/1996 - 12/18/2000

THE AVANTUS GROUP, INC. (AUSTIN TX)

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Licenses & Designations

IA

Issued 06/08/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/03/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/21/2000

Series 4 - Registered Options Principal Examination

BC

Issued 08/25/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Jarrod Glenn Fowler. Review regulatory record here.
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