Jennifer Lynn Senft
Investment adviser representative at Advice and Planning Services
14 yearsExperience
4 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
14 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCJul 2026 to now
- TIAAJul 2026 to now
- J.P. Morgan Securities LLCMar 2022 to Jul 2026
- JPMorgan Chase Bank, N.A.Mar 2022 to Jul 2026
- Vanguard Advisers, IncFeb 2021 to Mar 2022
- Overstock VoiceOct 2020 to Sep 2023
- Vanguard Marketing CorporationNov 2016 to Mar 2022
- Dobbins Financial, J Senft LLC, Self-employedSep 2012 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 4 states (AL, AZ, TX, VT).
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
- 3247841
- Firm CRD
- 20472