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Jason Leonard Bertsch

Tiaa-Cref Individual & Institutional Services, LLC

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About Jason Leonard Bertsch

Jason Bertsch is a financial advisor with over 20 years of experience in the industry. Jason currently works at Tiaa-Cref Individual & Institutional Services, LLC, and has held previous positions at Fidelity Brokerage Services LLC and Donaldson, Lufkin & Jenrette Securities Corporation. Jason holds licenses in several states and is a registered representative with the Financial Industry Regulatory Authority (FINRA). Jason provides a range of services to individuals and institutions, including financial planning, portfolio management, and selection of other advisors.

Firm Information

Jason Bertsch 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 Bertsch’s Registration & Firm History

MA

05/21/2012 - Present

Tiaa-Cref Individual & Institutional Services, LLC (CAMBRIDGE MA)

MA

11/11/2004 - 04/03/2012

FIDELITY BROKERAGE SERVICES LLC (CAMBRIDGE MA)

NJ

05/23/1996 - 05/19/1999

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

NY

04/13/1993 - 03/07/1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/24/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/11/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Leonard Bertsch.
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