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Jonathan Pliner

Director, Chief Investment Officer at Towers Watson Investment Services

No current adviser or broker registrationSEC record checked 18 October 2026

1
Past adviser firms
1
Licensing exams

IAPD record retrieved 18 October 2026SEC record

Jonathan Pliner is Director, Chief Investment Officer of Towers Watson Investment Services, Inc., a Chicago investment adviser managing $62.7B. Jonathan Pliner has past investment-adviser registrations through 1 firm and has passed the SIE.

Role at Towers Watson Investment Services

Title on Schedule A
Director, Chief Investment Officer
Control
Jonathan Pliner is a control person of Towers Watson Investment Services.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jonathan Pliner has held the filed role since September 2022.

The firm

Towers Watson Investment Services, Inc.
Chicago, IL

Form ADV filed 30 July 2026

$62.7B AUM107 clients233 advisers14 offices

Career on record

Firms and exams, newest first
  1. Passed SIE · 2019
  2. Towers Watson Investment Services, Inc.
    – · 5 years
    New York, NY · Adviser representative · Firm CRD 110473

Registrations and exams

No current adviser or broker registration. Jonathan Pliner has passed 1 qualifying exam.

Examinations

SIE20 September 2019
Name
Securities Industry Essentials Examination

Individual record

Full name
Jonathan Dale Pliner
CRD
7111553
Firm
Towers Watson Investment Services, Inc.
Registration status
No current adviser or broker registration
Firm bio
wtwco.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

WTW identifies Jonathan (Jon) Pliner as its Global Chief Investment Officer. Official firm biography page

Education

Credentials and memberships

Common questions

Where does Jonathan Pliner work?

Jonathan Pliner has been Director, Chief Investment Officer of Towers Watson Investment Services, Inc. since September 2022, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 July 2026

Does Jonathan Pliner have a current investment-adviser registration?

Jonathan Pliner has no current investment-adviser or broker registration, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

What exams has Jonathan Pliner passed?

Jonathan Pliner passed the SIE in September 2019.

Source: IAPD individual record, checked 18 October 2026

Where was Jonathan Pliner previously registered as an investment adviser?

Jonathan Pliner has past investment-adviser registrations through Towers Watson Investment Services, Inc., May 2019 to October 2024, across 1 firm.

Source: IAPD individual record, checked 18 October 2026

Is Jonathan Pliner a CFA charterholder?

Towers Watson Investment Services lists Jonathan Pliner with the CFA credential (“CFA Charterholder”) on its website. CFA Institute confirms certification status.

Source: Official firm biography page

Leadership at Towers Watson Investment Services

Sources

  1. IAPD individual record, CRD 7111553. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Towers Watson Investment Services, Inc., filed 30 July 2026. Title, control and ownership bands.
  3. Towers Watson Investment Services team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jonathan Pliner or Towers Watson Investment Services, Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.