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 an advisor whose office is in Ames, Iowa. Currently a registered advisor at Tiaa-Cref Individual & Institutional Services, LLC, they have accrued 12 years of professional experience. Zehr holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Zehr is able to operate in Iowa. Zehr has gained experience at Tiaa-Cref, Tiaa-Cref Individual & Institutional Services, LLC, Tiaa and Trinity Lutheran Church. Tiaa-Cref Individual & Institutional Services, LLC is headquartered in Ames, Iowa, and operates out of 160 brick-and-mortar locations in the nation. In total, Tiaa-Cref Individual & Institutional Services, LLC manages $25 billion in assets across 69,021 client accounts and employs more than 1,988 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 61% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Tiaa-Cref Individual & Institutional Services, LLC can provide financial planning services and portfolio management for individuals and small businesses. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

13 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 13 years of experience.

2019 - Present (1 year)

Trinity Lutheran Church

2011 - Present (9 years)

Tiaa-Cref Individual & Institutional Services, LLC

2011 - Present (9 years)

Tiaa

2007 - 2011 (4 years)

Tiaa-Cref

Disclosures

Jason Zehr has no disclosures.

Please visit their SEC profile for more details.

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This content was compiled from the SEC and FINRA.

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