Aaron Jonathan Frazier
Investment adviser representative at Advice and Planning Services
12 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
12 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCApr 2024 to now
- TIAAApr 2024 to now
- Fisher InvestmentsNov 2022 to Mar 2024
- Fidelity Distributors Company LLCJan 2022 to Oct 2022
- Fidelity InvestmentsJan 2022 to Oct 2022
- Self Employed/primericaApr 2020 to Jan 2022
- UnemployedDec 2019 to Apr 2020
- Barclays Investment BankApr 2014 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
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
- 7497691
- Firm CRD
- 20472