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Jaclyn Marine Lifsey

Tiaa-Cref Individual & Institutional Services, LLC

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About Jaclyn Marine Lifsey

Jaclyn Lifsey is a financial professional with experience in the industry. Jaclyn currently works with TIAA-CREF Individual & Institutional Services, LLC. Jaclyn previously worked with Vanguard Marketing Corporation. Jaclyn holds licenses in Alabama, Florida, Georgia, Mississippi, North Carolina and South Carolina and is active in both Broker-Dealer and Investment Advisor capacities. Jaclyn is also a registered representative for the firm.

Firm Information

Jaclyn Lifsey 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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Jaclyn Lifsey’s Registration & Firm History

NC

06/19/2024 - Present

Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)

NC

02/10/2023 - 12/08/2023

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 03/20/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/10/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/21/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jaclyn Marine Lifsey.
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