John Benjamin Spooner
Investment adviser representative at Advice and Planning Services
7 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business
Are you John Benjamin Spooner? 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
7 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCSep 2021 to now
- TIAASep 2021 to now
- Wells Fargo Bank, NAMar 2021 to Sep 2021
- Wells Fargo Clearing Services, LLCMar 2021 to Sep 2021
- Ameritas Investment Company, LLCFeb 2020 to Mar 2021
- Ameritas Life Insurance Corp.Feb 2020 to Mar 2021
- Commonwealth Insurance Solutions, LLCFeb 2020 to Mar 2021
- Massachusetts Mutual Life Insurance CoMar 2014 to Jan 2020
- MML Investors Services, LLCFeb 2014 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2021
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
- 6287777
- Firm CRD
- 20472