Tiaa-Cref Individual & Institutional Services, LLC

Investment Advisor
in Ames, IA

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About this Advisor

Jason Zehr is a financial advisor based in Ames, Iowa, with 11 years of work experience. Zehr is an employee of Tiaa-Cref Individual & Institutional Services, LLC. The advisor has gained experience at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa and Trinity Lutheran Church. Zehr maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Iowa, Louisiana, Texas and Washington. Tiaa-Cref Individual & Institutional Services, LLC is a company that has its headquarters in Ames, Iowa. It has offices in 125 locations and a total of 1,221 people on staff. It manages $39 billion in assets among its 79,757 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 27 charitable organizations. Of its 79,757 client accounts, 62% are associated with high-net-worth investors who have at least $1 million in assets. Tiaa-Cref Individual & Institutional Services, LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules usually depend on the type of financial services. Fees charged by Tiaa-Cref Individual & Institutional Services, LLC can include 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, 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


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


IA Average: 88
Total Number of Accounts


IA Average: 3,892
Average Account Size


IA Average: $1,917,921

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Investment Advisory Services

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

Jason Zehr Work History

Jason has 11 years of experience.

2019 - Present (4 years)

Trinity Lutheran Church

2011 - Present (12 years)

Tiaa-Cref Individual & Institutional Services, LLC

2011 - Present (12 years)



Jason Zehr has no disclosures.

Please visit their SEC profile for more details.

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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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