Jordyn Vanessa James
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, LLCAug 2026 to now
- TIAAAug 2026 to now
- Ameriprise Financial Services, LLCAug 2024 to Aug 2026
- Ulta BeautyJun 2024 to Aug 2024
- Robert HalfApr 2024 to Jun 2024
- Texas RoadhouseFeb 2024 to May 2024
- UnemployedNov 2023 to Feb 2024
- Truliant Federal Credit UnionNov 2022 to Nov 2023
- UnemployedJul 2022 to Nov 2022
- Wells FargoJun 2021 to Jul 2022
- Ksl AssociateJun 2021 to Jul 2021
- Dicks Sporting GoodsNov 2020 to Jun 2021
- AmazonApr 2020 to Jul 2020
- ChipotleMay 2019 to Jan 2021
- Abercrombie and FitchApr 2018 to Aug 2019
- YmcaJun 2016 to Apr 2018
- Providence High SchoolAug 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
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
- 7966514
- Firm CRD
- 20472