Alyssa Rae White

Employer firm

Tiaa-Cref Individual & Institutional Services, LLC CRD 20472

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → Present
  Tiaa
  Chicago, IL
• 05/2013 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Chicago, IL

Previous Registrations

• 2012-10-11 → 2013-05-02
  Stevens Wealth Management Llc
  Deerfield, IL

Other Businesses

GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA POSITION: Treasurer NATURE: Treasurer for Girl Scouts of Greater Chicago and Northwest Indiana INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/11/2026 ADDRESS: 20 S. Clark St., Suite 200, Chicago IL 60603, United States DESCRIPTION: tracking income/expenses, collecting receipts, issuing reimbursements, signing checks, and preparing the annual report.

Exams

• S66 Uniform Combined State Law Examination
  2015-10-29
• S63 Uniform Securities Agent State Law Examination
  2013-07-26

Other Names

• Alyssa Rae Jacobson