Investment adviser representative · Tiaa-Cref Individual & Institutional Services, LLC
Jamie S. Caudill
CRD 2627705 · Cincinnati, OH
At a glance
Jamie S. Caudill is an investment adviser representative with Tiaa-Cref Individual & Institutional Services, LLC in Cincinnati, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jamie’s SEC record dates to 2005, about 21 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Tiaa-Cref Individual & Institutional Services, LLCSince June 2025Cincinnati, OH · $38B in regulatory assets
SEC adviser record
- Registered since
- 2005 (21 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 4 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jamie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 5 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.