Jesse
Dusablon

Tiaa-Cref Individual & Institutional Services, LLC

CRD#6327640
Investment Advisor
in Ames, IA

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About this Advisor

Jesse Dusablon is a financial advisor operating in Ames, Iowa, who has been in the industry for 12 years. Dusablon is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. During their career, the advisor has held roles at C Level, Donovan'S Prime Seafood, Bank Of America, Wood Ranch Bbq & Grill, Axa Advisors, LLC, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Dusablon holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to work in Iowa. Tiaa-Cref Individual & Institutional Services, LLC is a company that has its headquarters in Ames, Iowa. The company has offices in 160 locations and a total of 1,988 employees. It controls $25 billion in total assets between its 69,021 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 39 charitable organizations. Of its 69,021 customer accounts, 61% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Tiaa-Cref Individual & Institutional Services, LLC has a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management usually vary depending on the services. Fee types charged by Tiaa-Cref Individual & Institutional Services, LLC can include asset-based and other fees.

Certifications and Registrations

Series 63, 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

Jesse Dusablon Work History

Jesse has 13 years of experience.

2017 - Present (3 years)

Tiaa

2017 - Present (3 years)

Tiaa-Cref Individual & Institutional Services, LLC

2014 - 2017 (3 years)

Axa Advisors, LLC

2013 - 2014 (1 year)

C Level

2012 - 2013 (1 year)

Donovan'S Prime Seafood

2010 - 2012 (2 years)

Bank Of America

2007 - 2012 (5 years)

Wood Ranch Bbq & Grill

Disclosures

Jesse Dusablon 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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