Jason Michael Mertz
Investment adviser representative at Advice and Planning Services
10 yearsExperience
3 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
10 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCDec 2023 to now
- TIAADec 2023 to now
- Nuveen Asset Management, LLCFeb 2023 to Dec 2023
- Nuveen Securities, LLCFeb 2023 to Dec 2023
- TIAAFeb 2018 to Feb 2023
- TIAA-CREF Individual & Institutional Services, LLCFeb 2018 to Feb 2023
- Wayne State CollegeAug 2017 to Aug 2019
- Delta Hotels By MarriottApr 2017 to Feb 2018
- Marina Inn Hotel and Conference CenterApr 2015 to Apr 2017
- University of South DakotaAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (AL, 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
- 6897826
- Firm CRD
- 20472