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Jared A Mietzner

Tiaa-Cref Individual & Institutional Services, LLC

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About Jared A Mietzner

Jared Mietzner is a financial professional with experience in the industry since March 2016. Jared currently works for TIAA-CREF Individual & Institutional Services, LLC and is registered with both FINRA and the State of California. Previously, Jared was employed by Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. Jared holds Series 66, SIE, and Series 7 licenses and has a strong background in providing financial planning services to individuals, high-net-worth individuals, and businesses.

Firm Information

Jared Mietzner 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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Jared Mietzner’s Registration & Firm History

CA

07/05/2023 - Present

Tiaa-Cref Individual & Institutional Services, LLC (PALO ALTO CA)

CA

06/01/2021 - 05/27/2023

CHARLES SCHWAB & CO., INC. (Menlo Park CA)

CA

05/20/2019 - 04/13/2021

FIDELITY BROKERAGE SERVICES LLC (SAN JOSE CA)

UT

07/01/2015 - 11/19/2018

MORGAN STANLEY (SOUTH JORDAN UT)

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Licenses & Designations

BOTH

Issued 08/21/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jared A Mietzner.
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