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Jason Scott Strong

Tiaa-Cref Individual & Institutional Services, LLC

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About Jason Scott Strong

Jason Strong is a financial advisor at Tiaa-Cref Individual & Institutional Services, LLC. Jason has over 10 years of experience in the financial services industry. Jason is a Series 7, 66, and 24 licensed professional. Jason currently holds a Series 66, 7, and SIE license. Jason has worked for Tiaa-Cref Individual & Institutional Services, LLC since 2010, serving clients in Frisco, TX. Jason has previously held positions at Chase Investment Services Corp., and AXA Advisors, LLC.

Firm Information

Jason Strong 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 Strong’s Registration & Firm History

TX

07/30/2018 - Present

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

TX

09/09/2010 - 04/20/2016

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)

TX

04/28/2008 - 08/25/2010

CHASE INVESTMENT SERVICES CORP. (FRISCO TX)

TX

02/25/2008 - 04/17/2008

AXA ADVISORS, LLC (PLANO TX)

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Licenses & Designations

BOTH

Issued 03/05/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/20/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Scott Strong.
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