Jason
Zehr
Tiaa-Cref Individual & Institutional Services, LLC
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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
Years of Experience
Services Offered
Fee Structure
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Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$39,281,759,251
1,221
79,757
$492,518
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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.
Trinity Lutheran Church
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Disclosures
Jason Zehr has no disclosures.
Please visit their SEC profile for more details.
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