Jonathan C. Boldebuck
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES
Springdale, AR
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CRD#: 4362070
Professional summary
Jonathan Crane Boldebuck, CFP®, who also goes by Jon Crane Boldebuck, is a registered financial advisor currently at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC located in Springdale, Arkansas.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Jonathan has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jon Crane Boldebuck
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) CROSSFIT COMMENCE POSITION: Class Coach NATURE: CrossFit was developed to enhance an individual's competency at all physical tasks, main focus on improving overall fitness. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 05/11/2021 ADDRESS: 1776 N College Ave, Fayetteville AR 72701, United States DESCRIPTION: Level 1 CrossFit Coach (2) THE HEARTS PROJECT FOUNDATION POSITION: Treasurer NATURE: "The Hearts Project" is a memorial made to honor lives lost to the COVID 19 pandemic. It is work (art) that takes individual, hand cut hearts symbolizing the 13, 068 death in Arkansas and placing them within quilt collages designed to house memory. The Intention is to disrupt the illusion that the pandemic is behind us by publicly displaying the memorial for public viewing, engagement, and commentary. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/29/2025 ADDRESS: 1725 E Anson St, Fayetteville AR 72701, United States DESCRIPTION: primarily responsible for overseeing the organization's financial affairs and providing financial expertise to the board
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Crane Boldebuck's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jonathan Crane Boldebuck's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2020
Experience
Current
August 5, 2015 - Present
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Office #2: 3537 N. Steele Blvd Suite 110, Fayetteville, AR 72703RIA
BD
CRD#: 20472
Springdale, AR
Current
August 5, 2015 - Present
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Office #1: 3537 N. Steele Blvd Suite 110, Fayetteville, AR 72703RIA
BD
CRD#: 20472
Fayetteville, AR
Past
February 21, 2013 - July 10, 2015
LPL FINANCIAL LLC
RIA
CRD#: 6413
SPRINGDALE, AR
Past
January 31, 2013 - July 10, 2015
LPL FINANCIAL LLC
BD
CRD#: 6413
SPRINGDALE, AR
Past
February 19, 2010 - February 7, 2013
NYLIFE SECURITIES LLC
BD
CRD#: 5167
FAYETTEVILLE, AR
Past
April 1, 2005 - January 28, 2010
T. ROWE PRICE ADVISORY SERVICES, INC.
RIA
CRD#: 108958
PARAMUS, NJ
Past
May 12, 2003 - March 31, 2005
T. ROWE PRICE ADVISORY SERVICES, INC.
RIA
CRD#: 108958
PARAMUS, NJ
Past
June 29, 2001 - January 28, 2010
T. ROWE PRICE INVESTMENT SERVICES, INC.
BD
CRD#: 8348
PARAMUS, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TI
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
ADVICE & PLANNING SERVICES | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. | TIAA-CREF BROKERAGE SERVICES | TIAA-CREF ADVICE AND PLANNING SERVICES | COLLEGE RETIREMENT EQUITIES FUND | ADVICE AND PLANNING SERVICES
CRD#: 20472 / SEC#: 801-63550, 8-44454
RIA
Registered Investment Advisory firm - SEC (9/24/2004 Approved)BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arkansas(8/5/2015)
IAR
Arkansas(8/5/2015)
RR
Colorado(8/22/2019)
RR
District of Columbia(6/14/2023)
RR
Florida(8/20/2018)
RR
Illinois(8/24/2018)
RR
Iowa(3/11/2020)
RR
Kansas(8/5/2015)
RR
Louisiana(8/5/2015)
RR
Missouri(8/5/2015)
RR
Nevada(2/15/2018)
RR
North Carolina(3/28/2019)
RR
Ohio(4/17/2024)
RR
Oklahoma(8/5/2015)
RR
South Carolina(8/22/2018)
RR
Texas(8/5/2015)
IAR
Texas(8/19/2025)
RR
Vermont(8/17/2018)
IAR
Vermont(8/25/2025)
RR
Virginia(1/18/2019)
RR
Wyoming(3/26/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TI
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
ADVICE & PLANNING SERVICES | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. | TIAA-CREF BROKERAGE SERVICES | TIAA-CREF ADVICE AND PLANNING SERVICES | COLLEGE RETIREMENT EQUITIES FUND | ADVICE AND PLANNING SERVICES
CRD#: 20472 / SEC#: 801-63550, 8-44454
RIA
Registered Investment Advisory firm - SEC (9/24/2004 Approved)BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
730 Third Avenue, New York, NY 10017-3206
Mailing Address
8500 Andrew Carnegie Boulevard Mail Stop Ssc/c2/08, Charlotte, NC 28262-8500
Phone number
(704) 988-3565
Established
Delaware since 01/01/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
1,319
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA | SOLE OWNER OF APPLICANT | |
| ABBOTT, ROSS HAMLET | PRESIDENT, CEO (INTERIM), CHIEF OPERATING OFFICER, ELECTED MANAGER | 2756063 |
| BARNHILL, HELEN GWYN | CHIEF LEGAL OFFICER | 2574877 |
| BELLUCCI, RAYMOND JOHN | ELECTED MANAGER | 1807977 |
| HEASLIP, DEREK JAMES | ELECTED MANAGER | 6318596 |
| INTIHAR, JEREMY ROSS | CHIEF COMPLIANCE OFFICER - REGISTERED INVESTMENT ADVISER | 5040823 |
| LEWIS, BENJAMIN HERBERT | ELECTED MANAGER | 1687894 |
| MANGANO, JENNIFER LYNN | CHIEF FINANCIAL OFFICER | 7659359 |
| MUKHERJEE, NILADRI | ELECTED MANAGER | 5227234 |
| SARAVANAN, SHANKAR | VICE PRESIDENT, ELECTED MANAGER | 7789140 |
| STICKROD, CHRISTOPHER EUGENE | ELECTED MANAGER | 4627958 |
| WEINSTEIN, SCOTT WILLIAM | CHIEF COMPLIANCE OFFICER - BROKER DEALER | 4324014 |
Regulatory assets under management
| Total Number of Accounts | 72,807 |
| AUM (Assets Under Management) | $ 34,343,329,152 |
Disclosures
| Regulatory Event | 8 |
| Arbitration | 4 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/23/2025 | ||
| 12/13/2023 | ||
| 03/21/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
