Timothy J. Jacobsmeyer
Professional summary
Timothy Joseph Jacobsmeyer, who also goes by Tim Joseph Jacobsmeyer, Timothy J Jacobsmeyer, Timothy Jacobsmeyer, is a registered financial advisor currently at NUVEEN ASSET MANAGEMENT, LLC located in Chicago, Illinois and NUVEEN SECURITIES, LLC located in New York, New York.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Timothy has worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 9 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Joseph Jacobsmeyer's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 23, 2023 - Present
NUVEEN ASSET MANAGEMENT, LLC
Office #1: 333 West Wacker Drive, Chicago, IL 60606January 11, 2023 - Present
NUVEEN SECURITIES, LLC
Office #1: 730 Third Ave, New York, NY 10017April 1, 2020 - November 22, 2022
EDWARD JONES
March 31, 2020 - November 22, 2022
EDWARD JONES
August 31, 2009 - March 26, 2020
WELLS FARGO CLEARING SERVICES, LLC
November 20, 2008 - March 26, 2020
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
NUVEEN ASSET MANAGEMENT, LLC
CRD#: 155584 / SEC#: 801-71957
State Registrations and Notice Filings
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Exams
FINRA
Current Firm
NUVEEN ASSET MANAGEMENT, LLC
CRD#: 155584 / SEC#: 801-71957
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 71,370 |
| AUM (Assets Under Management) | $ 259,916,966,911 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/21/2025 | ||
| 12/19/2024 | ||
| 12/15/2023 | ||
| 12/15/2022 |
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.
