Jessica Akemi Flynn
Investment adviser representative at Advice and Planning Services
13 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business
Are you Jessica Akemi Flynn? 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
13 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCJun 2023 to now
- TIAAJun 2023 to now
- New York UniversityAug 2022 to Jun 2023
- TIAAJun 2022 to Aug 2022
- Alison Brod Marketing and CommunicationsFeb 2022 to May 2022
- New York UniversityAug 2021 to Jan 2022
- Imagine SwimmingJun 2021 to Aug 2021
- The Luxury Marketing CouncilJan 2021 to May 2021
- New York UniversityAug 2019 to Jan 2021
- Charlotte Latin SchoolJan 2013 to May 2019
Exams passed
- 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
- 7725727
- Firm CRD
- 20472