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Jason Bradley Epperson

Tiaa-Cref Individual & Institutional Services, LLC

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About Jason Bradley Epperson

Jason Epperson is a financial advisor who has been in the industry since 2009. Jason is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Prior to joining TIAA-CREF, Jason worked at TD Ameritrade, Inc.. Jason holds Series 7, 24, 63, and 66 licenses as well as the SIE. Jason provides financial planning, portfolio management for individuals, and selection of other advisors. Jason is licensed in 51 states and the District of Columbia.

Firm Information

Jason Epperson 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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Jason Epperson’s Registration & Firm History

TX

09/09/2010 - Present

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

TX

06/23/2008 - 07/24/2009

TD AMERITRADE, INC. (FORT WORTH TX)

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Licenses & Designations

BOTH

Issued 09/13/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/27/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Bradley Epperson.
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