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Jeffrey Michael Thompson

Tiaa-Cref Individual & Institutional Services, LLC

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About Jeffrey Michael Thompson

Jeffrey Michael Thompson is a financial advisor with over 15 years of experience in the industry. Jeffrey is currently registered with TIAA-CREF Individual & Institutional Services, LLC in Clayton, North Carolina. Prior to joining TIAA-CREF, Jeffrey was affiliated with CAPTRUST in Raleigh, North Carolina and WELLS FARGO ADVISORS, LLC in Wilson, North Carolina. Jeffrey has passed several industry exams, including the Series 6, Series 63, and Series 65. Jeffrey provides financial planning, portfolio management for individuals, and selection of other advisers services.

Firm Information

Jeffrey Thompson 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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Jeffrey Thompson’s Registration & Firm History

NC

06/03/2014 - Present

Tiaa-Cref Individual & Institutional Services, LLC (CLAYTON NC)

NC

10/07/2011 - 04/16/2014

CAPTRUST (RALEIGH NC)

NC

02/03/2009 - 10/11/2011

WELLS FARGO ADVISORS, LLC (WILSON NC)

NC

08/25/2006 - 01/15/2009

LINCOLN FINANCIAL SECURITIES CORPORATION (GREENSBORO NC)

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Licenses & Designations

IA

Issued 10/16/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Michael Thompson.
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