AUMdb
JD

Jason Daniel Lee

CRD 5240828 Chartered Financial Analyst

Firms

FirmRoleAs of
Tiaa Cref Individual & Institutional Services, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗