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Jeffery Albert Ready

Tiaa-Cref Individual & Institutional Services, LLC

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About Jeffery Albert Ready

Jeffery Albert Ready is a registered investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Jeffery is a veteran of the industry, having been in the business since 1996. Before joining TIAA-CREF, Jeffery held roles with TD Ameritrade, Inc., Grand Distribution Services, LLC and Charles Schwab & Co., Inc. Jeffery Albert Ready holds Series 6, 7, 8, 24, 63 and 66 licenses. Jeffery is registered to provide investment advisory services in the states of California, Georgia, Hawaii, Indiana, Kentucky, Ohio, Tennessee.

Firm Information

Jeffery Ready 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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Jeffery Ready’s Registration & Firm History

OH

07/18/2024 - Present

Tiaa-Cref Individual & Institutional Services, LLC (CINCINNATI OH)

MD

07/18/2012 - 04/23/2015

TD AMERITRADE, INC. (BETHESDA MD)

WI

04/21/2011 - 05/31/2012

GRAND DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)

TX

06/06/1996 - 07/07/2009

CHARLES SCHWAB & CO., INC. (PLANO TX)

NY

01/12/1996 - 03/18/1996

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/16/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/20/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/02/2012

Series 24 - General Securities Principal Examination

BC

Issued 12/23/1997

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/1996

Series 7 - General Securities Representative Examination

BC

Issued 12/29/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffery Albert Ready.
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