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Jerry Walter Stowers

Tiaa-Cref Individual & Institutional Services, LLC

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About Jerry Walter Stowers

Jerry Walter Stowers is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Jerry has been in the industry since 1999. Jerry specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Jerry is licensed in 52 states, as well as Puerto Rico. Jerry is registered with FINRA and is also registered as an investment advisor in Texas. Jerry's current branch office is located in Frisco, TX.

Firm Information

Jerry Stowers 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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Jerry Stowers’s Registration & Firm History

TX

11/21/2011 - Present

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

TX

04/22/2006 - 10/18/2007

TD AMERITRADE, INC. (FORT WORTH TX)

TX

01/03/2002 - 04/22/2006

AMERITRADE, INC. (FORT WORTH TX)

NE

09/22/1999 - 12/31/2001

AMERITRADE (BELLEVUE NE)

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Licenses & Designations

IA

Issued 11/18/2011

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/17/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/24/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/30/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jerry Walter Stowers. Review regulatory record here.
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