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Jennifer Michele Stover

Investment adviser representative at Advice and Planning Services
12 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

12 years in the industry.

  1. TIAA-CREF Individual & Institutional Services, LLCDec 2022 to now
  2. TIAADec 2022 to now
  3. LPL Financial LLCSep 2014 to Feb 2022
  4. Sandy Spring BankMay 2014 to Dec 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law2011
  • Series 65 · Uniform Investment Adviser Law2011

State registrations

Registered as an investment adviser representative in 1 state (VA).

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
5980524
Firm CRD
20472
Advisor's SEC record (opens in a new tab)
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