Jason
Zehr

Tiaa-Cref Individual & Institutional Services, LLC

CRD#4957421
Investment Advisor
in Ames, IA
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About this Advisor

Jason Zehr is a financial advisor operating in Ames, Iowa, who has been in the advisory business for 11 years. Zehr currently works for Tiaa-Cref Individual & Institutional Services, LLC. Throughout their career, they have worked at Tiaa-Cref, Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. Zehr has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Iowa. Tiaa-Cref Individual & Institutional Services, LLC is a business that has its headquarters in Ames, Iowa. The company has offices in 153 locations and a total of 1,991 people on staff. It controls $26 billion in assets between its 64,735 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 38 charities and foundations. Of its 64,735 client accounts, 62% are associated with high-net-worth investors who have greater than $1 million in investable assets. The firm has a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice are based on the type of services provided. However, fee types billed by Tiaa-Cref Individual & Institutional Services, LLC may include any blend of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

2713 Stange Road, Suite 105
Ames, IA 50010

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$25,183,075,928

IA Average: $7,464,549,021
Total Number of Employees

1,988

IA Average: 88
Total Number of Accounts

69,021

IA Average: 3,892
Average Account Size

$364,861

IA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jason Zehr Work History

Jason has 11 years of experience.

2011 - Present (8 years)

Tiaa-Cref Individual & Institutional Services, LLC

2011 - Present (8 years)

Tiaa

2007 - 2011 (4 years)

Tiaa-Cref

Disclosures

Jason Zehr has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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