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Jacob Thomas Carlisle

Tiaa-Cref Individual & Institutional Services, LLC

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About Jacob Thomas Carlisle

Jacob Thomas Carlisle is a registered representative with TIAA-CREF Individual & Institutional Services, LLC in Frisco, TX. Jacob has over 10 years of experience in the financial services industry. Jacob holds Series 6, 7, 63, and 66 securities licenses and is also a registered representative in all 50 states. In addition, Jacob holds the SIE exam credential. Prior to joining TIAA-CREF Individual & Institutional Services, LLC, Jacob was a financial advisor at BBVA Securities Inc. and Morgan Stanley Smith Barney.

Firm Information

Jacob Carlisle 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 Carlisle’s Registration & Firm History

TX

05/19/2015 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)

TX

01/03/2015 - 05/06/2015

BBVA SECURITIES INC. (LEWISVILLE TX)

TX

06/01/2009 - 06/09/2010

MORGAN STANLEY SMITH BARNEY (DALLAS TX)

TX

02/04/2009 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)

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Licenses & Designations

BC

Issued 01/22/2015

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 02/23/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/02/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Thomas Carlisle.
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