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Saahil Kumar Jain

Tiaa-Cref Individual & Institutional Services, LLC

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About Saahil Kumar Jain

Saahil Jain is a financial advisor with over 8 years of experience in the financial industry. Saahil is currently registered with TIAA-CREF Individual & Institutional Services, LLC and has been with the firm since July 2023. Prior to joining TIAA-CREF, Saahil was with Morgan Stanley from March 2023 to August 2023 and E*TRADE SECURITIES LLC from January 2015 to August 2023. Saahil is licensed in California as an Investment Advisor Representative and a Registered Representative. Saahil holds the Series 7, Series 63, Series 65, and SIE licenses. Saahil specializes in providing financial planning and portfolio management services for individuals.

Firm Information

Saahil Jain 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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Saahil Jain’s Registration & Firm History

CA

08/21/2023 - Present

Tiaa-Cref Individual & Institutional Services, LLC (SAN DIEGO CA)

CA

03/24/2023 - 08/14/2023

MORGAN STANLEY (San Diego CA)

CA

01/20/2015 - 08/14/2023

E*TRADE SECURITIES LLC (San Diego CA)

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Licenses & Designations

IA

Issued 08/20/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/17/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Saahil Kumar Jain.
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