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Jason M Kuzia

Tiaa-Cref Individual & Institutional Services, LLC

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About Jason M Kuzia

Jason Kuzia is a financial advisor at Tiaa-cref Individual & Institutional Services, LLC. Jason specializes in providing financial planning and portfolio management services to individuals and corporations. Jason has been in the financial industry since May 4, 2010 and is registered in 31 states. Jason is a Series 7, Series 26, and Series 63 licensed professional. Jason has extensive experience in providing wealth management services, including investment advisory, retirement planning, and estate planning. Jason is committed to providing his clients with personalized financial solutions that meet their individual needs.

Firm Information

Jason Kuzia 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 Kuzia’s Registration & Firm History

GA

05/04/2010 - Present

Tiaa-Cref Individual & Institutional Services, LLC (ATLANTA GA)

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Licenses & Designations

BC

Issued 06/21/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason M Kuzia.
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