Jesse Ray Pawlowski
Investment adviser representative at Advice and Planning Services
14 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
14 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCMay 2026 to now
- TIAAMay 2026 to now
- Empower Advisory Group, LLCAug 2025 to Jan 2026
- Empower Financial Services, IncAug 2025 to Jan 2026
- South Shore Investment Services, LLCNov 2024 to Apr 2025
- OutlierJun 2024 to Apr 2026
- UnemployedFeb 2024 to Jun 2024
- Equitable Advisors, LLCOct 2020 to Jan 2024
- Blackrock Country ClubAug 2019 to Aug 2022
- UnemployedJun 2019 to Aug 2019
- Linvio, Inc.Sep 2018 to Oct 2018
- Granite TelecommunicationsJun 2018 to Jun 2019
- Steve Lewis SubaruApr 2018 to Aug 2018
- Domino'sFeb 2018 to Apr 2018
- Expressway Toyota ScionApr 2017 to Jan 2018
- Mcgee ToyotaSep 2016 to Mar 2017
- University of Massachusetts At AmherstSep 2012 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7279921
- Firm CRD
- 20472