Unclaimed
Jon Nicholas Scott is a financial professional registered with TIAA-CREF Individual & Institutional Services, LLC. Jon is also registered as an investment advisor representative in Michigan. Jon has been in the industry since 2024 and works with individuals, high-net-worth individuals, charitable organizations, and corporations or other businesses. Jon Scott provides financial planning, selection of other advisors, and portfolio management for individuals.
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
MI
04/24/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Lansing MI)
BC
Issued 06/17/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/06/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/11/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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