Jesse
Dusablon

Tiaa-Cref Individual & Institutional Services, LLC

CRD#6327640
Investment Advisor
in Ames, IA
Are you Jesse Dusablon? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jesse Dusablon is an investment advisor based in Ames, Iowa. Currently an investment advisor at Tiaa-Cref Individual & Institutional Services, LLC, they have gathered 11 years of work experience in the financial advisory industry. Dusablon has Series 66 and Series 63 licenses, designating the advisor as a securities representative. Dusablon can operate based out of Iowa. Over the course of their career, Dusablon has held roles at Wood Ranch Bbq & Grill, C Level, Donovan'S Prime Seafood, Bank Of America, Axa Advisors, LLC, Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. Tiaa-Cref Individual & Institutional Services, LLC is based out of Ames, Iowa, and has 153 other offices in the nation. As a company, Tiaa-Cref Individual & Institutional Services, LLC oversees $26 billion in assets dispersed across 64,735 client accounts and employs more than 1,991 people. The firm's total assets under management makes it one of the largest firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 62% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Tiaa-Cref Individual & Institutional Services, LLC offers 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, Series 63

Years of Experience

11 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$25,820,060,727

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

1,991

IA Average: 88
Total Number of Accounts

64,735

IA Average: 3,892
Average Account Size

$398,858

IA Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jesse Dusablon Work History

Jesse has 11 years of experience.

2017 - Present (2 years)

Tiaa-Cref Individual & Institutional Services, LLC

2017 - Present (2 years)

Tiaa

2014 - 2017 (3 years)

Axa Advisors, LLC

2013 - 2014 (1 years)

C Level

2012 - 2013 (1 years)

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.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started