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Seth J
Series 63, Series 66
Commerce City, CO
TIAA-CREF
Seth Jefferies is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2011. Jefferies serves as a member of the RMA Commission for the Investments and Wealth Institute, which provides strategic guidance on retirement industry trends and education initiatives. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing retirement plan relationships, as well as trusts, estates, and corporate entities. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that discloses potential conflicts related to affiliated funds.
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