Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Crane Boldebuck is an investment advisor representative with Tiaa-cref Individual & Institutional Services, LLC based in Fayetteville, Arkansas. Jonathan has over 20 years of experience in the financial services industry. Prior to joining Tiaa-cref Individual & Institutional Services, LLC, Jonathan worked at LPL FINANCIAL LLC and NYLIFE SECURITIES LLC. Jonathan is registered to offer securities in 18 states. Jonathan also holds Series 6, 7, 24, 51, and 66 securities licenses as well as the SIE exam. Jonathan is a CrossFit Coach and holds a Level 1 certification. Jonathan specializes in providing financial planning services to individuals and businesses.
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
AR
08/05/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Fayetteville AR)
AR
01/31/2013 - 07/10/2015
LPL FINANCIAL LLC (SPRINGDALE AR)
AR
02/19/2010 - 02/07/2013
NYLIFE SECURITIES LLC (FAYETTEVILLE AR)
NJ
06/29/2001 - 01/28/2010
T. ROWE PRICE INVESTMENT SERVICES, INC. (PARAMUS NJ)
BOTH
Issued 02/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/12/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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