Jaine'coann Lefebvre Barton
Investment adviser representative at Advice and Planning Services
12 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
12 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCSep 2022 to now
- TIAASep 2022 to now
- New England Capital Financial AdvisorsNov 2021 to Sep 2022
- Purshe Kaplan Sterling InvestmentsNov 2021 to Sep 2022
- Barnum Financial GroupNov 2020 to Oct 2021
- Mass Mutual Life Insurance CompanyNov 2020 to Oct 2021
- MML Investors ServicesAug 2020 to Oct 2021
- Robert Half InternationalMay 2019 to May 2020
- Insight GlobalFeb 2019 to Apr 2019
- UnemployedOct 2018 to Feb 2019
- Bank of OklahomaJun 2018 to Oct 2018
- The BuckleOct 2017 to May 2018
- University of OklahomaAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 7282562
- Firm CRD
- 20472