Jacob Daniel Simon
Investment adviser representative at Advice and Planning Services
14 yearsExperience
4 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
14 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCJun 2023 to now
- TIAAJun 2023 to now
- TIAAJun 2022 to Aug 2022
- Sun and Ski SportsNov 2020 to Jun 2022
- Little Big BurgerOct 2018 to Mar 2020
- Swim Club Management GroupJun 2017 to Dec 2018
- Full Time StudentAug 2012 to Jun 2023
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 4 states (AL, NC, 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
- 7733547
- Firm CRD
- 20472