Daniel Jeremiah Wijaya
Investment adviser representative at Advice and Planning Services
11 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business
Are you Daniel Jeremiah Wijaya? 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.
- TIAAApr 2026 to now
- TIAA-CREF Individual & Institutional Services, LLCApr 2026 to now
- Equitable Advisors, LLCDec 2025 to Jan 2026
- Kura Revolving Sushi BarJul 2023 to Mar 2026
- Liberty UniversityAug 2022 to Aug 2025
- Keller Williams Landmark IiJul 2022 to Sep 2022
- Queens School of InquirySep 2018 to Jun 2022
- UnemployedJul 2018 to Aug 2018
- Ps/is 119Sep 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 8199241
- Firm CRD
- 20472