Jonathan Jerry arayata Lucas
Investment adviser representative at Advice and Planning Services
25 yearsExperience
1 stateRegistered 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
25 years in the industry.
- TIAAMar 2023 to now
- TIAA-CREF Individual & Institutional Services, LLCMar 2023 to now
- Transamerica Capital, Inc.Feb 2023 to Mar 2023
- Tata Consultancy ServicesJan 2023 to Mar 2023
- Purchase Mortgage Professional, Mr. CooperOct 2021 to Dec 2022
- Assurance Iq, Inc.Sep 2021 to Dec 2022
- LyftMay 2018 to Mar 2020
- UberMay 2018 to Mar 2020
- Heartland Institute of Financial EducationFeb 2018 to Jan 2023
- Transamerica Financial Advisors, IncOct 2012 to Jan 2023
- Debtmerica Relief/optima Tax ReliefApr 2012 to Apr 2022
- World Financial Group, Inc.Jun 1998 to Jan 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 3164863
- Firm CRD
- 20472