Amber
Jones
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Amber Jones is a financial advisor working out of Charlotte, North Carolina who has 4 years of industry experience. Jones works at Tiaa-Cref Individual & Institutional Services, LLC. Over the course of their career, Jones has held roles at The Vanguard Group, Inc, North Carolina State University, Tiaa-Cref Individual & Institutional Services, LLC, Tiaa and Athletic Support Program For Student Athletes. Jones has Series 66 and Series 63 licenses, designating them as a securities broker, and is registered to work in Tennessee. Tiaa-Cref Individual & Institutional Services, LLC is a company headquartered in New York, NY. It has offices in 136 locations and a total of 1,235 financial advisors. It manages $31 billion in total assets between its 76,892 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 22 charities and foundations. Of its 76,892 accounts, 62% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Tiaa-Cref Individual & Institutional Services, LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees usually are based on which services the firm provides the client. However, fees charged by Tiaa-Cref Individual & Institutional Services, LLC can include any combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$30,906,830,115
1,235
76,892
$401,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Amber Jones Work History
Amber has been registered as a financial advisor for 4 years.*
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
The Vanguard Group, Inc
Athletic Support Program For Student Athletes
North Carolina State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Amber Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Advice And Planning Services
Belford, NJ
Melville, NY
Grand Rapids, MI
Durham, NC
Cincinnati, OH
Pittsburgh, PA
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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