Trevor Lee Jacobson
Investment adviser representative at Advice and Planning Services
13 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
13 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCAug 2026 to now
- TIAAAug 2026 to now
- Voya Financial Advisors, Inc.Aug 2025 to Aug 2026
- UnemployedJul 2025 to Aug 2025
- Strategic Advisers LLCMar 2025 to Jul 2025
- Fidelity Personal and Workplace AdvisorsMay 2022 to Mar 2025
- Fidelity Brokerage Services LLCApr 2022 to Jul 2025
- UnemployedDec 2020 to Apr 2022
- Cetera Investment Advisers LLCOct 2019 to Nov 2020
- Cetera Investment Services LLCDec 2018 to Nov 2020
- Heritage BankDec 2018 to Nov 2020
- Radisson Hotel GroupOct 2018 to Jan 2019
- Csm Corporation dba Marritt Residence InnSep 2018 to Jan 2019
- Heathman HotelMay 2017 to Jun 2018
- Amazon Prime Now LLCJan 2017 to Oct 2019
- Portland State UniversitySep 2013 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 7052417
- Firm CRD
- 20472