Joia Camille Allen

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

• 07/2022 → 04/2023
  J.P. Morgan Securities Llc
  Dallas, TX
• 07/2022 → 05/2023
  Jpmorgan Chase Bank, N.A.
  Dallas, TX
• 06/2019 → 08/2019
  Wright Patterson Air Force Base
  Dayton, OH
• 06/2020 → 08/2020
  Wright Patterson Air Force Base
  Dayton, OH
• 06/2018 → 08/2018
  Wright Patterson Air Force Base
  Dayton, OH
• 02/2020 → 05/2021
  Finish Line
  Hyattsville, MD
• 12/2020 → 01/2021
  Lowe's
  Dayton, OH
• 06/2016 → 06/2020
  Greater Dayton Job Training
  Dayton, OH
• 08/2023 → 03/2026
  J.P. Morgan Securities Llc
  Dallas, TX
• 06/2021 → 08/2021
  Jpmorgan Chase Bank
  Dallas, TX
• 08/2023 → 03/2026
  Jpmorgan Chase Bank, N.A.
  Dallas, TX
• 03/2016 → 01/2019
  Dairy Queen
  Dayton, OH
• 06/2020 → 08/2020
  Lowes
  Dayton, OH
• 08/2021 → 07/2022
  Unemployed
  Washington, DC
• 06/2023 → 07/2023
  Unemployed
  Forney, TX
• 04/2026 → Present
  Tiaa
  Frisco, TX
• 04/2026 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX

Exams

• S66 Uniform Combined State Law Examination
  2026-06-08

Other Names

• Joia Camille Allen
• Joia Allen