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Jansen McCabe

Tiaa-Cref Individual & Institutional Services, LLC

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About Jansen McCabe

Jansen McCabe is an investment advisor representative at Tiaa-Cref Individual & Institutional Services, LLC, a firm with a focus on providing financial planning and portfolio management services to individuals and institutions. Jansen has a strong background in the financial services industry, having previously worked at Securian Financial Services, Inc. and Renaissance Financial. Jansen holds Series 7, 63, and 65 licenses, demonstrating their expertise in securities trading and investment advisory services. Jansen is committed to providing clients with personalized financial guidance and helping them achieve their financial goals.

Firm Information

Jansen McCabe 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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Jansen McCabe’s Registration & Firm History

TX

01/30/2025 - Present

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

KS

02/16/2022 - 08/09/2022

SECURIAN FINANCIAL SERVICES, INC. (Overland Park KS)

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Licenses & Designations

IA

Issued 03/07/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/19/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/16/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/09/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jansen McCabe.
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