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Jack Freeman Reetz

Tiaa-Cref Individual & Institutional Services, LLC

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About Jack Freeman Reetz

Jack Freeman Reetz is a financial advisor with over 27 years of experience in the industry. Jack has been registered with TIAA-CREF Individual & Institutional Services, LLC since 2013. Jack is also registered in 49 states and the District of Columbia, and holds Series 6, 7, 24, 26, 63, and 65 licenses. Jack specializes in financial planning, portfolio management for individuals, and selection of other advisors. Prior to joining TIAA, Jack has held positions with several other firms including The Leaders Group, Inc., P.J. Robb Variable Corporation, Next Financial Group, Inc., CCO Investment Services Corp., Chittenden Securities, Inc., Citizens Investment Services Corp., New England Securities, and Pruco Securities Corporation.

Firm Information

Jack Reetz is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Compensation from affiliates

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Jack Reetz’s Registration & Firm History

MA

01/11/2023 - Present

Tiaa-Cref Individual & Institutional Services, LLC (CAMBRIDGE MA)

CO

02/09/2010 - 09/12/2013

THE LEADERS GROUP, INC. (LITTLETON CO)

TN

12/13/2007 - 01/29/2010

P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)

ME

11/15/2006 - 01/25/2007

NEXT FINANCIAL GROUP, INC. (KENNEBUNK ME)

NH

08/03/2004 - 10/12/2006

CCO INVESTMENT SERVICES CORP. (EXETER NH)

VT

11/18/2002 - 07/29/2004

CHITTENDEN SECURITIES, INC. (BURLINGTON VT)

RI

10/20/1998 - 12/06/2002

CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)

NY

09/30/1997 - 10/19/1998

NEW ENGLAND SECURITIES (NEW YORK NY)

NJ

08/21/1995 - 07/28/1997

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 04/09/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/01/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/01/1998

Series 24 - General Securities Principal Examination

BC

Issued 11/10/1997

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/1998

Series 7 - General Securities Representative Examination

BC

Issued 08/18/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jack Freeman Reetz. Review regulatory record here.
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