Jacob
Brown
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Jacob Brown is a financial advisor based in New York, New York, working with Tiaa-Cref Individual & Institutional Services, LLC. Jacob has previously held positions at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Kingswood Oxford, Baronet Coffee Inc, University Of Miami, University Tees Inc, and Shoptech Industrial Software Corp. Jacob has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Jacob is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of New York, New York. The firm has 137 offices and 1,519 employees. The firm manages assets totaling $32.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Tiaa-Cref Individual & Institutional Services, LLC includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$32,676,871,332
1,519
73,602
$443,967
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jacob Brown Work History
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
University Of Miami
University Tees Inc
Shoptech Industrial Software Corp
University Of Miami
Baronet Coffee Inc
University Of Miami
University Of Miami
Kingswood Oxford
Disclosures
Please visit the SEC profile of Jacob Brown 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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