Jon Read, financial advisor Coralville IA
90 score

Jon Read

CRD Number: 6102581
Current Firm: Advice And Planning Services

Jon Read (CRD# 6102581) is an Investment Advisor Representative working at Advice And Planning Services in Coralville, IA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Lincoln, NE Sep 2014 - Current 2
Tiaa-cref Individual & Institutional Services, LLC Lincoln, NE Sep 2014 - Current 2
Southwest Toastmasters Lincoln, NE Jul 2013 - Sep 2014 1
Various Insurance Carriers For W&r Insurance Agencies Lincoln, NE Dec 2012 - Sep 2014 1
Waddell & Reed, Inc. Lincoln, NE Jul 2012 - Sep 2014 2
Union Bank & Trust Lincoln, NE Feb 2009 - Dec 2012 3
Us Bank Omaha, NE Jan 2008 - Feb 2009 1
Unemployed Lincoln, NE Nov 2007 - Jan 2008 < 1
Wells Fargo Financial Leasing Inc. Des Moines, IA Nov 2006 - Nov 2007 1
Yellow Book Usa W Des Moines, IA May 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Jon S. Read
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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