Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Combs is a financial advisor with over 20 years of experience in the industry. Jon Combs is currently registered with TIAA-CREF Individual & Institutional Services, LLC, based in Denver, Colorado. Jon Combs has been with TIAA-CREF Individual & Institutional Services, LLC since April 2005. Previously, Jon Combs worked at TD Waterhouse Investor Services, Inc. Jon Combs is a Series 63, 66, 7, 9, 10 and 24 licensed professional. Jon Combs specializes in working with high-net-worth individuals, corporations, and charitable organizations. Jon Combs also provides financial planning and portfolio management services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
10/20/2016 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
04/30/2005 - 09/16/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
NE
10/14/1999 - 03/10/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 07/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2010
Series 24 - General Securities Principal Examination
BC
Issued 06/27/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/09/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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