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Jordan William parker Johnson

Tiaa-Cref Individual & Institutional Services, LLC

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About Jordan William parker Johnson

Jordan William Parker Johnson is a financial advisor working with Tiaa-Cref Individual & Institutional Services, LLC. Jordan has been in the financial services industry for over 2 years. They are registered with the state of Tennessee to provide investment advisory services and is licensed to provide securities services in Tennessee and Kentucky. Previously, Jordan worked with Royal Alliance Associates, Inc. and LPL Financial LLC.

Firm Information

Jordan Johnson 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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Jordan Johnson’s Registration & Firm History

TN

07/09/2024 - Present

Tiaa-Cref Individual & Institutional Services, LLC (KNOXVILLE TN)

WA

12/03/2021 - 09/29/2022

ROYAL ALLIANCE ASSOCIATES, INC. (BELLEVUE WA)

WA

10/18/2021 - 12/15/2021

LPL FINANCIAL LLC (EAST WENATCHEE WA)

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Licenses & Designations

BOTH

Issued 12/02/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/18/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/22/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jordan William parker Johnson.
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