Jacob B Israel
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, LLCMar 2026 to now
- TIAAMar 2026 to now
- Fisher InvestmentsSep 2022 to Feb 2026
- Merrill LynchJun 2022 to Aug 2022
- J.P. Morgan Securities LLCFeb 2022 to Jun 2022
- UnemployedJan 2022 to Jan 2022
- Huntington National BankDec 2021 to Dec 2021
- Morgan Stanley (tailored Management)Mar 2021 to Oct 2021
- PNC Financial ServicesMay 2019 to Jan 2021
- Northwestern MutualJan 2019 to Apr 2019
- Ruffalo Noel LevitzNov 2018 to Dec 2020
- Fedex GroundOct 2018 to Oct 2018
- Experigreen Columbus LLCJul 2018 to Sep 2018
- UnemployedFeb 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
- Series 66 · Uniform Combined State Law2026
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
- 7027545
- Firm CRD
- 20472