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Jens Carsten Mueller

Tiaa-Cref Individual & Institutional Services, LLC

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About Jens Carsten Mueller

Jens Carsten Mueller is a financial advisor with over 20 years of experience in the industry. Jens is currently registered as a Registered Representative with Tiaa-cref Individual & Institutional Services, LLC, where Jens has worked since 2002. Prior to this, Jens worked at Synergy Investment Group, LLC and CSFBDIRECT, INC. Jens is licensed to provide financial services in North Carolina and has a wide range of experience. Jens is a strong advocate for helping individuals reach their financial goals.

Firm Information

Jens Mueller 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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Jens Mueller’s Registration & Firm History

NC

02/23/2006 - Present

Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)

NC

01/03/2002 - 10/04/2002

SYNERGY INVESTMENT GROUP, LLC (CHARLOTTE NC)

NJ

05/30/2000 - 08/02/2001

CSFBDIRECT, INC. (JERSEY CITY NJ)

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Licenses & Designations

IA

Issued 02/22/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/07/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/25/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/26/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jens Carsten Mueller.
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