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Jennifer Shannon

Tiaa-Cref Individual & Institutional Services, LLC

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About Jennifer Shannon

Jennifer Shannon has been in the financial industry since 1994. Jennifer is currently registered with Tiaa-Cref Individual & Institutional Services, LLC and has been with the firm since 2011. Jennifer has worked for several other firms including Raymond James Financial Services, Inc., AXA Advisors, LLC, CUSO Financial Services, L.P., and U.S. Bancorp Piper Jaffray Inc. Jennifer holds a Series 63 license and Series 7 license and has been registered in several states including Colorado, Indiana, Maine, Michigan, and Ohio.

Firm Information

Jennifer Shannon 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 Shannon’s Registration & Firm History

CO

07/12/2011 - Present

Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)

CO

09/25/2009 - 06/23/2011

RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)

CO

07/06/2004 - 10/17/2008

AXA ADVISORS, LLC (DENVER CO)

CA

10/30/2003 - 03/04/2004

CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)

MN

05/01/2002 - 03/10/2003

U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)

MN

09/28/1994 - 03/04/2003

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

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Licenses & Designations

BC

Issued 06/30/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jennifer Shannon. Review regulatory record here.
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