JK
Jennifer R. Kremer
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES
Indianapolis, IN
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CRD#: 4528021
JK
Professional summary
Jennifer Rebecca Kremer, who also goes by Jennifer R. Payne, Jennifer Rebecca Payne, is a registered financial advisor currently at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC located in Indianapolis, Indiana.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Jennifer has worked at 5 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jennifer R. Payne | Jennifer Rebecca Payne
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) WASHINGTON TOWNSHIP SCHOOLS FOUNDATION POSITION: Board Member- Chair of Grants/Scholarships Committee NATURE: Mission: Advancing the achievements of world-class public education by connecting private funding to innovative programs that benefit our schools and community.Funding is focused in three main areas:Enriching programs, such as PantherQuest, AVID, AP/IB testing and JA Biz Town/Finance Park which rely upon The Advancement Center for continued fundingEndowments to further educational excellence and set Washington Township Schools apart (e.g. K-12 IB initiative, athletic endowment, college credit)Classroom and Professional Development Grant Requests INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2021 ADDRESS: 8550 Woodfield Crossing Blvd, Indianapolis IN 46240, United States DESCRIPTION: Since 1985, the Foundation assisted in meeting the changing needs of our children. We made a difference in their school lives by funding grants that provide innovative programs designed to enrich our curriculum. We also support professional development, staff recognition and projects that enhance district resources. Working closely with community supporters to obtain funding for programs that would not otherwise be available, we have invested over $6,000,000 in our district schools over the years. Today, theWTSF (a 501(c)(3) organization) gives out more than $500,000 annually in grants, scholarships and designated gifts to the students and teachers in Washington Township Schools. (2) NORTH CENTRAL FOOTBALL BOOSTERS POSITION: Board Member At Large NATURE: I was just volunteering, but now I am joining the booster board to support the North Central High School Football team. I am organizing the Red Zone Panther Party--a fundraiser for 150 people. I have managed registration and silent auction. This is through a site called Givebutter. That is the platform where people pay to attend the event and for their silent auction items. Then the funds are tranferred to the NC Football club's bank account. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 1801 E. 86th St, Indianapolis IN 46240, United States DESCRIPTION: Red Zone Panther Party Organizer
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Rebecca Kremer's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jennifer Rebecca Kremer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 19, 2021 - Present
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Office #2: 2325 Pointe Parkway Suite 100, Carmel, IN 46032RIA
BD
CRD#: 20472
Indianapolis, IN
Current
August 9, 2011 - Present
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Office #1: 2325 Pointe Parkway Suite 100, Carmel, IN 46032RIA
BD
CRD#: 20472
Carmel, IN
Past
January 6, 2009 - August 6, 2010
CAPITAL CLIENT GROUP, INC.
BD
CRD#: 6247
CARMEL, IN
Past
January 1, 2008 - December 1, 2008
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
MARLBOROUGH, MA
Past
December 13, 2007 - January 1, 2008
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
SALT LAKE CITY, UT
Past
October 28, 2005 - November 12, 2007
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
INDIANAPOLIS, IN
Past
July 2, 2002 - July 22, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
INDIANAPOLIS, IN
Past
June 7, 2002 - July 22, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TI
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
ADVICE & PLANNING SERVICES | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. | TIAA-CREF BROKERAGE SERVICES | TIAA-CREF ADVICE AND PLANNING SERVICES | COLLEGE RETIREMENT EQUITIES FUND | ADVICE AND PLANNING SERVICES
CRD#: 20472 / SEC#: 801-63550, 8-44454
RIA
Registered Investment Advisory firm - SEC (9/24/2004 Approved)BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Illinois(8/9/2011)
RR
Indiana(8/9/2011)
IAR
Indiana(3/19/2021)
RR
Iowa(4/14/2025)
RR
Kentucky(8/9/2011)
RR
Michigan(8/9/2011)
RR
Minnesota(8/9/2011)
RR
Missouri(8/9/2011)
RR
North Dakota(4/14/2025)
RR
Ohio(8/10/2011)
RR
South Dakota(4/14/2025)
RR
Wisconsin(8/9/2011)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TI
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
ADVICE & PLANNING SERVICES | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. | TIAA-CREF BROKERAGE SERVICES | TIAA-CREF ADVICE AND PLANNING SERVICES | COLLEGE RETIREMENT EQUITIES FUND | ADVICE AND PLANNING SERVICES
CRD#: 20472 / SEC#: 801-63550, 8-44454
RIA
Registered Investment Advisory firm - SEC (9/24/2004 Approved)BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
730 Third Avenue, New York, NY 10017-3206
Mailing Address
8500 Andrew Carnegie Boulevard Mail Stop Ssc/c2/08, Charlotte, NC 28262-8500
Phone number
(704) 988-3565
Established
Delaware since 01/01/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
1,319
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA | SOLE OWNER OF APPLICANT | |
| ABBOTT, ROSS HAMLET | PRESIDENT, CEO (INTERIM), CHIEF OPERATING OFFICER, ELECTED MANAGER | 2756063 |
| BARNHILL, HELEN GWYN | CHIEF LEGAL OFFICER | 2574877 |
| BELLUCCI, RAYMOND JOHN | ELECTED MANAGER | 1807977 |
| HEASLIP, DEREK JAMES | ELECTED MANAGER | 6318596 |
| INTIHAR, JEREMY ROSS | CHIEF COMPLIANCE OFFICER - REGISTERED INVESTMENT ADVISER | 5040823 |
| LEWIS, BENJAMIN HERBERT | ELECTED MANAGER | 1687894 |
| MANGANO, JENNIFER LYNN | CHIEF FINANCIAL OFFICER | 7659359 |
| MUKHERJEE, NILADRI | ELECTED MANAGER | 5227234 |
| SARAVANAN, SHANKAR | VICE PRESIDENT, ELECTED MANAGER | 7789140 |
| STICKROD, CHRISTOPHER EUGENE | ELECTED MANAGER | 4627958 |
| WEINSTEIN, SCOTT WILLIAM | CHIEF COMPLIANCE OFFICER - BROKER DEALER | 4324014 |
Regulatory assets under management
| Total Number of Accounts | 72,807 |
| AUM (Assets Under Management) | $ 34,343,329,152 |
Disclosures
| Regulatory Event | 8 |
| Arbitration | 4 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/23/2025 | ||
| 12/13/2023 | ||
| 03/21/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
