Jada Rain Cardwell
Investment adviser representative at Advice and Planning Services
11 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business
Are you Jada Rain Cardwell? 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
11 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCApr 2026 to now
- TIAAApr 2026 to now
- LPL Financial LLCSep 2025 to Mar 2026
- MavendogFeb 2024 to Jan 2026
- Prinicpal Advised ServicesJul 2023 to Dec 2023
- Principal Life Insurance CoApr 2021 to Dec 2023
- Principal Securities IncApr 2021 to Dec 2023
- CarmaxMar 2021 to Jan 2023
- Wells Fargo Clearing Services LLCJan 2020 to Apr 2021
- Associate StaffingJan 2020 to Apr 2020
- Lutheran Services CarolinasOct 2019 to Jan 2020
- Jlh Services, Inc. dba Atc Staffing SolutionsMay 2019 to Apr 2024
- Central Piedmont Community CollegeMay 2017 to Aug 2017
- American Eagle OutfittersSep 2016 to Dec 2016
- Unc CharlotteAug 2015 to May 2019
- Chris Elbie's Steakhouse & GrillJan 2015 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7216771
- Firm CRD
- 20472