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Jared Gilbert

Advisor at TIAA-CREF

Updated today

Location

Deatsville, AL

Credentials

Series 63, Series 65

Industry experience

14 years

About

Jared Gilbert is a financial advisor with TIAA-CREF in Deatsville, Alabama, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked at TIAA-CREF since 2017 and previously was employed by Advised Assets Group, LLC and GWFS Equities, Inc. Outside of his advisory role, Jared manages a private wildlife farm and owns a residential asphalt paving business. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management under a fiduciary standard, utilizing both model and customized portfolios.

Client services

Based on TIAA-CREF

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on TIAA-CREF

General estate planning guidance Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on TIAA-CREF

Educators, Teachers, and Academics Founder/Business Owner

Demographic focus

Based on TIAA-CREF

Approaching retirement Mid-Career Professionals

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Fee options

Percentage

$0 - $5,000: 0.30% annually (TIAA Personal Portfolio wrap fee) $5,001 - $25,000: No tier explicitly stated between $5K and $25K; see tiers below for higher levels $25,000+: Range from 1.15% to 0.40% annually (TIAA Portfolio Advisor wrap fee with brackets) No minimum - $1,000,000: 0.50% annually (Private Asset Management asset-based fee) $1,000,000+: From 0.90% to 0.40% annually for blended portfolio (Private Asset Management asset-based fee)

Other

Account minimum: $1,000,000

Location

Deatsville, AL

Most active in

Alabama

Work history

TIAA-CREF

2017 - Present (9 years)

Tiaa

2017 - Present (9 years)

Advised Assets Group, LLC

2016 - 2017 (1 year)

GWFS Equities, INc

2012 - 2017 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Charles L

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Prattville, AL

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Series 63, Series 65

Prattville, AL

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Nicholas Mc Kay is a financial advisor with Empower Advisory Group in Prattville, AL, holding Series 63 and Series 65 designations and three years of industry experience. Prior to joining Empower Advisory Group, he worked at Prudential Retirement, Tennessee Valley Media, and Walgreen Boots Alliance. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates financial planning with recordkeeping and administrative platforms, offering point-in-time plans and optional managed account solutions within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Deatsville, AL

Empower Advisory Group

April Watson is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds a Series 66 designation and has worked previously at GWFS Equities, Inc. and UBS Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model supports long-term portfolio management and emphasizes client savings rates within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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James G

Series 63, Series 65

Prattville, AL

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James Goble is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. He has recently transitioned to the financial industry after serving eight years in the United States Air Force and working in public schools. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through a multi-service platform that integrates financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and structured 12-month financial coaching engagements.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Jason B

CFP®, Series 66

Prattville, AL

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Eric H

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Retirement income strategy General retirement planning General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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