Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon Friend is a financial advisor at TIAA-CREF Individual & Institutional Services, LLC, with over 8 years of experience in the financial services industry. Jonathon specializes in providing financial planning and portfolio management services to individuals and businesses. Jonathon holds Series 7, 66, and SIE securities licenses and is registered with the state of Michigan. Jonathon's previous experience includes working at LPL Financial LLC.
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
06/01/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (ANN ARBOR MI)
MI
01/04/2021 - 05/30/2023
LPL FINANCIAL LLC (FARMINGTON HILLS MI)
BOTH
Issued 04/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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