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Jennifer Rebecca Kremer

Tiaa-Cref Individual & Institutional Services, LLC

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About Jennifer Rebecca Kremer

Jennifer Kremer is a financial advisor at TIAA-CREF Individual & Institutional Services, LLC. Jennifer has been a registered representative for over 20 years and holds Series 7, 24, 31, and 66 licenses. Jennifer is a financial advisor who provides financial planning and portfolio management services for individuals and businesses.

Firm Information

Jennifer Kremer 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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Jennifer Kremer’s Registration & Firm History

IN

03/19/2021 - Present

Tiaa-Cref Individual & Institutional Services, LLC (CARMEL IN)

IN

01/06/2009 - 08/06/2010

AMERICAN FUNDS DISTRIBUTORS, INC. (CARMEL IN)

MA

01/01/2008 - 12/01/2008

FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)

UT

12/13/2007 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)

IN

10/28/2005 - 11/12/2007

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (INDIANAPOLIS IN)

NY

06/07/2002 - 07/22/2005

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

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Licenses & Designations

BOTH

Issued 03/19/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/07/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 06/06/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Rebecca Kremer.
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