Jackson Matthew Denue
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 2026 to now
- TIAASep 2026 to now
- J.P. Morgan Securities LLCJan 2024 to Aug 2026
- JPMorgan Chase Bank, N.A.Jan 2024 to Aug 2026
- Express Employment ProfessionalsDec 2023 to Jul 2025
- Equitable Advisors, LLCAug 2023 to Nov 2023
- Equitable Financial Life Insurance Co.Aug 2023 to Nov 2023
- UnemployedJul 2023 to Jul 2023
- Onondaga County Water AuthorityMay 2021 to Sep 2021
- Green Hills FarmMay 2020 to Jun 2023
- UnemployedJul 2019 to Apr 2020
- Taco BellSep 2018 to Jun 2019
- UnemployedJan 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7792527
- Firm CRD
- 20472