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Michael Abbott Jones

Tiaa-Cref Individual & Institutional Services, LLC

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About Michael Abbott Jones

Michael Abbott Jones is a financial professional with over 20 years of experience in the industry. Michael is currently registered with Tiaa-Cref Individual & Institutional Services, LLC and is located in Charlotte, NC. Michael is a Series 6 and Series 63 licensed advisor and has passed the Securities Industry Essentials (SIE) exam. Michael has worked with other financial firms such as Newport Group Securities, Inc., MetLife Investors Distribution Company, and Vanguard Marketing Corporation. Michael's previous roles have included working with individuals, high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Michael Jones 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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Michael Jones’s Registration & Firm History

NC

11/01/2019 - Present

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

NC

06/22/2016 - 08/29/2019

NEWPORT GROUP SECURITIES, INC. (CHARLOTTE NC)

NC

08/13/2013 - 04/13/2015

METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)

NC

07/13/2001 - 07/23/2013

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 08/27/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/12/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Michael Abbott Jones. Review regulatory record here.
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