Jason Douglas Kahle
Investment adviser representative at Advice and Planning Services
11 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
11 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCApr 2026 to now
- TIAAApr 2026 to now
- UnemployedNov 2025 to Mar 2026
- DexianAug 2025 to Oct 2025
- UnemployedFeb 2025 to Jul 2025
- Transamerica Investors Securities CorporationFeb 2022 to Jan 2025
- Transamerica Life Insurance CompanyFeb 2022 to Jan 2025
- Transamerica Retirement Advisors, LLCFeb 2022 to Jan 2025
- Victory Capital Management Inc.Aug 2021 to Nov 2021
- Victory Capital Services, Inc.Dec 2020 to Nov 2021
- Victory Capital Management Inc.Dec 2020 to Jul 2021
- The Champion Group, Inc.Jun 2019 to Dec 2020
- The Champion Group, Inc.Feb 2018 to Dec 2018
- Onsite ProcanOct 2016 to Dec 2019
- New York Life Insurance cOOct 2015 to Sep 2017
- Nylife Securities LLCOct 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2021
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
- 5228373
- Firm CRD
- 20472