Jaine'Coann
Barton
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Jaine'Coann Barton is a financial advisor working out of Hamden, Connecticut with 1 year of relevant experience. Barton is currently employed by Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Mml Investors Services, Mass Mutual Life Insurance Company, Robert Half International, Insight Global, Bank Of Oklahoma, The Buckle, Purshe Kaplan Sterling Investments, New England Capital Financial Advisors, Greater Hartford Academy Of The Arts, University Of Oklahoma, Barnum Financial Group, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Barton has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Connecticut. Tiaa-Cref Individual & Institutional Services, LLC is a firm that has its headquarters in New York, NY. The firm has offices in 136 locations and a total of 1,235 employees. It administers $31 billion in assets between its 76,892 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves 22 charities and foundations. Of its 76,892 client accounts, 62% are held by high-net-worth individuals who have more than $1 million in investable assets. The firm has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors depend on the type of financial services offered. Fees billed by Tiaa-Cref Individual & Institutional Services, LLC likely consist of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$30,906,830,115
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1,235
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
76,892
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$401,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jaine'Coann Barton Work History
Jaine'Coann has been registered as a financial advisor for 1 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Purshe Kaplan Sterling Investments
New England Capital Financial Advisors
Mml Investors Services
Mass Mutual Life Insurance Company
Barnum Financial Group
Robert Half International
Insight Global
Bank Of Oklahoma
The Buckle
University Of Oklahoma
Greater Hartford Academy Of The Arts
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jaine'Coann Barton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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