Jaime Lynn Myers
Investment adviser representative at Advice and Planning Services
17 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business
Are you Jaime Lynn Myers? Claim your profile
Contact this firm
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
17 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCMay 2025 to now
- TIAAMay 2025 to now
- UnemployedJan 2025 to May 2025
- Nuveen Securities, LLCOct 2021 to Jan 2025
- Gilreath Virtual Assistance IncApr 2021 to Nov 2024
- TIAAFeb 2018 to Jan 2025
- TIAA-CREF Individual & Institutional Services, LLCFeb 2018 to Jan 2025
- Massachusetts Mutual Life Insurance CompanyOct 2017 to Feb 2018
- MML Investors Services, LLCOct 2017 to Feb 2018
- LPL Financial CorporationNov 2009 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 5198793
- Firm CRD
- 20472