Jack William Mason
Investment adviser representative at Advice and Planning Services
11 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business
Are you Jack William Mason? 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
11 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCJul 2026 to now
- TIAAJul 2026 to now
- Ameriprise Financial Services, LLCJun 2023 to Jun 2026
- West Gate BankMay 2022 to May 2023
- Mid America Tire CasingsJan 2022 to Jul 2022
- Troc GlobalDec 2020 to Jun 2021
- Dive Guys Aquatic Weed RemovalMay 2020 to Aug 2020
- University of Nebraska-lincolnJun 2019 to Jun 2023
- Mendakota Country ClubAug 2017 to Nov 2017
- Eagan High SchoolJun 2015 to Jun 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
- 7760081
- Firm CRD
- 20472