Jeffrey Dennis Carlin
Investment adviser representative at Nuveen Asset Management, LLC
17 yearsExperience
1 stateRegistered in
CFADesignation
$280.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Nuveen Asset Management, LLCSep 2011 to now
- Index IqJan 2009 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 1 state (IL).
Nuveen Asset Management, LLC
$280.5BAssets managed
65,258Clients
256Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2684780
- Firm CRD
- 155584