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Jonathan Edward Lutin

Tiaa-Cref Individual & Institutional Services, LLC

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About Jonathan Edward Lutin

Jonathan Lutin is a financial advisor with over 15 years of experience in the industry. Jonathan is currently registered with TIAA-CREF Individual & Institutional Services, LLC in Charlotte, NC and has a broad range of experience serving both individual and institutional clients. Jonathan previously worked for UBS Financial Services Inc. from 2008 to 2014. Jonathan has a proven track record of providing comprehensive financial advice to his clients and is dedicated to helping them achieve their financial goals.

Firm Information

Jonathan Lutin 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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Jonathan Lutin’s Registration & Firm History

NC

05/25/2023 - Present

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

NC

06/06/2008 - 01/06/2014

UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 05/25/2023

Series 66 - Uniform Combined State Law Examination

IA

Issued 10/03/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Edward Lutin.
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