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 who works out of Ames, Iowa with 15 years of relevant experience. Zehr is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. Zehr has gained experience at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa and Trinity Lutheran Church. Zehr has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Alabama, Iowa, Louisiana, Maryland, Texas and Washington. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment business headquartered in New York, NY. The firm has offices in 136 locations and a total of 1,235 employees. It administers $31 billion in assets among its 76,892 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 22 charities and foundations. Of its 76,892 customer accounts, 62% belong to high-net-worth clients who have at least $1 million in assets. Tiaa-Cref Individual & Institutional Services, LLC performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on the services provided. However, fees charged by Tiaa-Cref Individual & Institutional Services, LLC likely include some blend of asset-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Others

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

$30,906,830,115

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

1,235

IA Average: 88
Total Number of Accounts

76,892

IA Average: 3,892
Average Account Size

$401,951

IA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jason Zehr Work History

Jason has been registered as a financial advisor for 15 years.*

2019 - Present (5 years)

Trinity Lutheran Church

2011 - Present (13 years)

Tiaa-Cref Individual & Institutional Services, LLC

2011 - Present (13 years)

Tiaa

*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 Jason Zehr 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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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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