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Marta Ewa Jankowski

Tiaa-Cref Individual & Institutional Services, LLC

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About Marta Ewa Jankowski

Marta Jankowski is a registered representative with TIAA-CREF Individual & Institutional Services, LLC in Roseland, New Jersey. Marta Jankowski is also an investment adviser representative registered with the state of New Jersey. Marta Jankowski has been in the securities industry since June 23, 2008. Prior to joining TIAA-CREF Individual & Institutional Services, LLC, Marta Jankowski was registered with Fidelity Brokerage Services LLC and Hightower Securities, LLC. Marta Jankowski has passed the Series 66, Series 7, and the Securities Industry Essentials Examination.

Firm Information

Marta Jankowski 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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Marta Jankowski’s Registration & Firm History

NJ

11/29/2018 - Present

Tiaa-Cref Individual & Institutional Services, LLC (ROSELAND NJ)

NJ

08/31/2016 - 11/01/2018

FIDELITY BROKERAGE SERVICES LLC (MILLBURN NJ)

NY

06/25/2015 - 07/19/2016

HIGHTOWER SECURITIES, LLC (NEW YORK NY)

NJ

04/03/2008 - 05/20/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)

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Licenses & Designations

BOTH

Issued 06/28/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marta Ewa Jankowski.
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