Jakub Marek Kulenty

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

• 02/2006 → 11/2020
  Tiaa
  Denver, CO
• 02/2006 → 11/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
• 03/2021 → 11/2021
  Fisher Investment
  Plano, TX
• 11/2020 → 03/2021
  Unemployed
  Castle Rock, CO
• 07/2022 → Present
  Tiaa
  Frisco, TX
• 07/2022 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX
• 11/2021 → 07/2022
  Unemployed
  Wylie, TX

Previous Registrations

• 2021-03-19 → 2021-11-09
  Fisher Investments
  Plano, TX
  Plano, TX
• 2014-09-29 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
  Glendale, CO

Exams

• S66 Uniform Combined State Law Examination
  2014-09-29
• S63 Uniform Securities Agent State Law Examination
  2006-10-11

Other Names

• Jake Kulenty
• Jakub Marek Kulenty
• Jake Marek Kulenty
• Jakub Kulenty
• Jakub M Kulenty