Jon Nicholas Scott
Investment adviser representative at Advice and Planning Services
13 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business
Are you Jon Nicholas Scott? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCApr 2024 to now
- TIAAApr 2024 to now
- TeamdynamixNov 2022 to Mar 2024
- Hoskin Capital, LLCAug 2022 to Apr 2024
- 15fiveJul 2022 to Oct 2022
- Bs&a SoftwareMar 2021 to Jul 2022
- Manifold ServicesAug 2019 to Mar 2021
- UnemployedAug 2018 to May 2019
- JefferiesJun 2018 to Aug 2018
- UnemployedDec 2013 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 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
- 6965373
- Firm CRD
- 20472