Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Crowell is a financial professional with over 20 years of experience in the industry. Jonathan has a strong track record of providing investment advice to individuals and institutions. Jonathan currently works at TIAA-CREF Individual & Institutional Services, LLC in Denver, CO. Jonathan is a registered representative and investment advisor representative in Colorado and Maine. Jonathan holds several industry licenses, including Series 4, 7, 8, 24, 55, 63, and SIE. Jonathan specializes in financial planning and portfolio management.
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
01/25/2011 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
NY
04/20/2006 - 06/28/2006
GENERIC TRADING OF PHILADELPHIA, LLC (NEW YORK NY)
CO
12/12/2005 - 06/28/2006
CARLIN EQUITIES, LLC (DENVER CO)
CO
09/18/2003 - 11/23/2005
ELECTRONIC TRADING GROUP, LLC (DENVER CO)
IL
03/03/2003 - 08/19/2003
ASSENT LLC (BOLINGBROOK IL)
NY
10/18/2001 - 03/03/2003
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
IL
02/03/1999 - 07/27/2001
MARKET WISE SECURITIES, INC. (CHICAGO IL)
TX
06/09/1995 - 10/18/1996
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
01/10/1994 - 04/13/1995
INVESCO FUNDS GROUP, INC. (HOUSTON TX)
MI
11/16/1992 - 07/14/1993
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 02/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2002
Series 4 - Registered Options Principal Examination
BC
Issued 08/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 03/07/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/24/2002
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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