Jacob Albert Smith
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, LLCJul 2026 to now
- TIAAJul 2026 to now
- Principal Life Insurance CompanySep 2024 to Jun 2026
- Principal Advised ServicesAug 2024 to Jun 2026
- Principal Securities, Inc.Jul 2024 to Jun 2026
- Associate StaffingJun 2024 to Sep 2024
- Louisiana Healthcare ConnectionsOct 2022 to May 2024
- Parking Management CompanyApr 2022 to Aug 2022
- Coca-cola-consolidatedOct 2020 to Sep 2021
- AutobellJan 2020 to Apr 2020
- Unc CharlotteAug 2018 to Dec 2022
- Live NationJun 2018 to Aug 2018
- High School StudentJul 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7958887
- Firm CRD
- 20472