Jeron David Collins

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Douglas Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#

View profile

Guy Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#

View profile

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

View profile

Douglas Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

View profile

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Douglas Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#

View profile

Guy Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#

View profile

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

View profile

Douglas Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

View profile

Disclosures on record.

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.

Similar Advisors

Douglas Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#

View profile

Guy Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#

View profile

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

View profile

Douglas Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

View profile

Years of Experience

21 years registered in the securities industry

Current & Past Employments

Current

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCCurrent·CRD# 20472

RIA

BD

1. West Jordan, UT2. 505 Wakara Way Suite 220, Salt Lake City, UT 84108

September 22, 2026 - Present

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCCurrent·CRD# 20472

RIA

BD

505 Wakara Way Suite 220, Salt Lake City, UT 84108

September 22, 2026 - Present

Past

THRIVENT INVESTMENT MANAGEMENT INC.Past·CRD# 18387

RIA

West Jordan, UT

May 8, 2025 - August 24, 2026

THRIVENT INVESTMENT MANAGEMENT INC.Past·CRD# 18387

BD

Minneapolis, MN

May 7, 2025 - August 24, 2026

MORGAN STANLEYPast·CRD# 149777

RIA

Sandy, UT

January 4, 2023 - February 11, 2025

MORGAN STANLEYPast·CRD# 149777

BD

Sandy, UT

January 4, 2023 - February 11, 2025

HARRISDIRECT LLCPast·CRD# 42159

RIA

Sandy, UT

March 16, 2015 - September 5, 2023

E*TRADE SECURITIES LLCPast·CRD# 29106

BD

Sandy, UT

March 13, 2015 - September 5, 2023

WELLS FARGO CLEARING SERVICES, LLCPast·CRD# 19616

RIA

Salt Lake City, UT

January 3, 2011 - March 16, 2015

WELLS FARGO CLEARING SERVICES, LLCPast·CRD# 19616

BD

Salt Lake City, UT

January 3, 2011 - March 16, 2015

WELLS FARGO INVESTMENTS, LLCPast·CRD# 10582

RIA

Salt Lake City, UT

December 9, 2010 - January 3, 2011

WELLS FARGO INVESTMENTS, LLCPast·CRD# 10582

BD

Salt Lake City, UT

December 8, 2010 - January 3, 2011

STRATEGIC ADVISERS LLCPast·CRD# 104555

RIA

American Fork, UT

October 25, 2007 - November 9, 2010

FIDELITY BROKERAGE SERVICES LLCPast·CRD# 7784

BD

American Fork, UT

January 1, 2006 - November 8, 2010

Similar Advisors

Douglas Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#

View profile

Guy Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#

View profile

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

View profile

Douglas Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

View profile

Current Firm

TI

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

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)

Contact Information

Main Address

730 Third Avenue, New York, NY 10017-3206

Mailing Address

8500 Andrew Carnegie Boulevard, 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

1,293

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

ADVICE & PLANNING SERVICES PORTFOLIO ADVISOR WRAP FEE PROGRAM - NOVEMBER 10, 2026 (11/9/2026)

ADVICE & PLANNING SERVICES TIAA PERSONAL PORTFOLIO WRAP FEE PROGRAM - MARCH 31, 2026 (4/21/2026)

ADVICE & PLANNING SERVICES PRIVATE ASSET MANAGEMENT PROGRAM - MARCH 31, 2026 (3/27/2026)

TC SERVICES ADVICE & PLANNING SERVICES DISCLOSURE BROCHURE - MARCH 31, 2026 (3/27/2026)

Direct owners and executive officers

Name	Position	CRD#
TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA	SOLE OWNER OF APPLICANT	—
ABBOTT, ROSS HAMLET	CHIEF OPERATING OFFICER, ELECTED MANAGER	2756063
BARNHILL, HELEN GWYN	CHIEF LEGAL OFFICER	2574877
BELLUCCI, RAYMOND JOHN	ELECTED MANAGER	1807977
D AMBROSI, JULIAN MAURO	PRESIDENT, CEO, ELECTED MANAGER	4729324
DEATS, JAMES J	ELECTED MANAGER	4895304
HEASLIP, DEREK JAMES	ELECTED MANAGER	6318596
INTIHAR, JEREMY ROSS	CHIEF COMPLIANCE OFFICER - REGISTERED INVESTMENT ADVISER	5040823
LEWIS, BENJAMIN HERBERT	ELECTED MANAGER	1687894
MUKHERJEE, NILADRI	ELECTED MANAGER	5227234
OVHORI, ELOHO ISIMEME	CHIEF FINANCIAL OFFICER	8201407
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

72,503

AUM (Assets Under Management)

$37,928,601,788

Disclosures

Regulatory Event

8

Arbitration

4

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/23/2026	Cover Page	Report
01/22/2026	Cover Page	Report
01/23/2025	Cover Page	Report
12/13/2023	Cover Page	Report

Similar Advisors

Douglas Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#

View profile

Guy Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#

View profile

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

View profile

Douglas Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

View profile

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

THE CHURCH OF JESUS CHRIST OF LADDER DAY SAINTS POSITION: Elders Quorum President NATURE: The Church of Jesus Christ of Latter Day Saint is a Christian Church with a lay ministry. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 02/09/2025 ADDRESS: 7265 S 2700 W, West Jordan UT 84084, United States DESCRIPTION: The I am the President of the Elders Quorum of my local congregation. I am responsible for directing the ministering effort to all of the families in my congregation.

Similar Advisors

Douglas Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#

View profile

Guy Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#

View profile

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

View profile

Douglas Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

View profile

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

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(9/22/2026)

IAR

Alabama
(9/22/2026)

RR

Alaska
(9/22/2026)

RR

Arizona
(9/22/2026)

RR

Arkansas
(9/22/2026)

RR

California
(9/22/2026)

RR

Colorado
(9/22/2026)

RR

Connecticut
(9/22/2026)

RR

Delaware
(9/22/2026)

RR

District of Columbia
(9/22/2026)

RR

Florida
(9/22/2026)

RR

Georgia
(9/22/2026)

RR

Hawaii
(9/22/2026)

RR

Idaho
(9/22/2026)

RR

Illinois
(9/22/2026)

RR

Indiana
(9/22/2026)

RR

Iowa
(9/22/2026)

RR

Kansas
(9/22/2026)

RR

Kentucky
(9/22/2026)

RR

Louisiana
(9/22/2026)

RR

Maine
(9/22/2026)

RR

Maryland
(9/22/2026)

RR

Massachusetts
(9/22/2026)

RR

Michigan
(9/22/2026)

RR

Minnesota
(9/22/2026)

RR

Mississippi
(9/22/2026)

RR

Missouri
(9/22/2026)

RR

Montana
(9/23/2026)

RR

Nebraska
(9/22/2026)

RR

Nevada
(9/22/2026)

RR

New Hampshire
(9/22/2026)

RR

New Jersey
(9/22/2026)

RR

New Mexico
(9/22/2026)

RR

New York
(9/22/2026)

RR

North Carolina
(9/22/2026)

RR

North Dakota
(9/22/2026)

RR

Ohio
(9/22/2026)

RR

Oklahoma
(9/22/2026)

RR

Oregon
(9/22/2026)

RR

Pennsylvania
(9/22/2026)

RR

Rhode Island
(9/22/2026)

RR

South Carolina
(9/22/2026)

RR

South Dakota
(9/22/2026)

RR

Tennessee
(9/22/2026)

RR

Texas
(9/22/2026)

IAR

Texas
(9/22/2026)

RR

Utah
(9/22/2026)

IAR

Utah
(9/22/2026)

RR

Vermont
(9/22/2026)

IAR

Vermont
(9/23/2026)

RR

Virginia
(9/22/2026)

RR

Washington
(9/22/2026)

RR

West Virginia
(9/22/2026)

RR

Wisconsin
(9/22/2026)

RR

Wyoming
(9/22/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.