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Jacob Conner Whitaker

Tiaa-Cref Individual & Institutional Services, LLC

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About Jacob Conner Whitaker

Jacob Conner Whitaker is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Jacob Whitaker has been in the industry since September 21, 2019. Jacob Whitaker is registered with the state of North Carolina and with FINRA as a Registered Representative. Jacob Whitaker holds Series 7, SIE, and Series 66 licenses. Jacob Whitaker specializes in retirement planning, financial planning, and investment advisory services. Jacob Whitaker is also a member of the United States Army Reserve. Jacob Whitaker's current branch location is 8500 Andrew Carnegie Blvd., Charlotte Regional in Charlotte, NC. Jacob Whitaker's previous employer was Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Jacob Whitaker 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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Jacob Whitaker’s Registration & Firm History

NC

05/10/2024 - Present

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

NC

08/30/2019 - 04/16/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 11/04/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/30/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/02/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Conner Whitaker.
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