Scott Joseph Jimison
Investment adviser representative at Advice and Planning Services
13 yearsExperience
2 statesRegistered in
$37.9BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCApr 2023 to now
- TIAAApr 2023 to now
- Charles Schwab and Co., Inc.Jul 2022 to Apr 2023
- Amerivest Investment Management, LLCJun 2022 to Apr 2023
- TD Ameritrade/charles SchwabJun 2022 to Dec 2022
- TD Ameritrade, Inc.May 2022 to Apr 2023
- UnemployedDec 2021 to May 2022
- Equitable Advisors, LLCDec 2020 to Dec 2021
- TIAAJul 2013 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCJul 2013 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (OH, PA).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2512772
- Firm CRD
- 20472