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John Michael Jaeger

Tiaa-Cref Individual & Institutional Services, LLC

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About John Michael Jaeger

John Jaeger is a registered investment advisor representative associated with Tiaa-Cref Individual & Institutional Services, LLC. John's experience in the financial services industry dates back to September 22, 1997. John is currently registered with the state of North Carolina and South Carolina. John is also a registered representative with the Financial Industry Regulatory Authority (FINRA).

Firm Information

John Jaeger 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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John Jaeger’s Registration & Firm History

NC

06/21/2024 - Present

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

NC

07/18/2012 - 01/13/2014

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

NC

01/22/2009 - 07/10/2012

UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)

NC

01/25/2001 - 12/01/2008

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)

MO

12/19/2000 - 01/19/2001

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NC

11/19/1997 - 01/06/1999

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

MD

06/20/1995 - 10/06/1997

M&T SECURITIES, INC. (BALTIMORE MD)

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Licenses & Designations

IA

Issued 10/29/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/01/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2005

Series 7 - General Securities Representative Examination

BC

Issued 04/27/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Michael Jaeger.
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