Jessica
Kopf

Tiaa-Cref Individual & Institutional Services, LLC

CRD#5877094
Investment Advisor
in New York, NY
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About this Advisor

Jessica Kopf is a financial advisor based in New York, New York, who has been in the advisory business for 10 years. Kopf is an advisor for Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Global Wealth Management, Pruco Securities, LLC, Prudential Insurance Company Of America, Newman & Cohen Financial Management, Bankers Life And Casualty Company, G.F. Investment Services, Norwegian Cruise Line, Pharmalogic, United Capital Financial Advisors and Oppenheimer & Co. Inc. Kopf maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Connecticut. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment company operating out of New York, New York. The firm has offices in 153 locations and a total of 1,991 employees. It manages $26 billion in assets between its 64,735 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 38 charitable organizations. Of its 64,735 accounts, 62% belong to high-net-worth clients who have more than $1 million in assets. Tiaa-Cref Individual & Institutional Services, LLC provides a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees vary depending on which services are provided. Fee types charged by Tiaa-Cref Individual & Institutional Services, LLC likely include asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

730 Third Avenue Nyc Regional
New York, NY 10017

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$25,183,075,928

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

1,988

NY Average: 88
Total Number of Accounts

69,021

NY Average: 3,892
Average Account Size

$364,861

NY Average: $1,917,921

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Investment Advisory Services

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

Jessica Kopf Work History

Jessica has 10 years of experience.

2018 - Present (1 years)

Tiaa-Cref Individual & Institutional Services, LLC

2018 - Present (1 years)

Tiaa

2017 - 2018 (1 years)

Alliancebernstein L.P

2017 - 2018 (1 years)

Sanford C. Bernstein & Co., LLC

2016 - 2017 (1 years)

Bb&T Securities, LLC

2015 - 2015 (0 years)

Oppenheimer & Co. Inc

2015 - 2016 (1 years)

Ubs Financial Services Inc

2014 - 2014 (0 years)

G.F. Investment Services

2013 - 2014 (1 years)

Global Wealth Management

2013 - 2013 (0 years)

G.F. Investment Services, LLC

2012 - 2012 (0 years)

Norwegian Cruise Line

2012 - 2012 (0 years)

Pharmalogic

2012 - 2013 (1 years)

United Capital Financial Advisors

2012 - 2013 (1 years)

Girard Securities, Inc

2011 - 2011 (0 years)

Bankers Life And Casualty Company

2010 - 2011 (1 years)

Pruco Securities, LLC

2010 - 2011 (1 years)

Prudential Insurance Company Of America

2010 - 2010 (0 years)

Newman & Cohen Financial Management

2008 - 2010 (2 years)

Florida Atlantic University

Disclosures

Jessica Kopf has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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