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Jamie Dean Curlee

Tiaa-Cref Individual & Institutional Services, LLC

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About Jamie Dean Curlee

Jamie Dean Curlee is a financial advisor with over 5 years of experience. Jamie Curlee is a registered representative of Tiaa-Cref Individual & Institutional Services, LLC and holds Series 6, 7, 24, 63, and 65 licenses. Jamie Curlee is also an investment advisor representative in Texas. Jamie Dean Curlee is located in Frisco, TX and specializes in providing financial advice to individuals and families. Jamie Curlee offers a variety of financial services, including investment management, financial planning, and retirement planning.

Firm Information

Jamie Curlee 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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Jamie Curlee’s Registration & Firm History

TX

01/07/2019 - Present

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

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Licenses & Designations

IA

Issued 07/15/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/17/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/22/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2016

Series 7 - General Securities Representative Examination

BC

Issued 11/06/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jamie Dean Curlee.
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