JS
Jennifer M. Stover
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES
Brambleton, VA
Some features on this profile are disabled
CRD#: 5980524
JS
Professional summary
Jennifer Michele Stover, who also goes by Jennifer Michele Gibson, Jennie Michele Stover, Jennifer Michele Stover, Jen Stover, Jennifer M Stover, is a registered financial advisor currently at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC located in Brambleton, Virginia.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Jennifer has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jennifer Michele Gibson | Jennie Michele Stover | Jennifer Michele Stover | Jen Stover | Jennifer M Stover
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) Name: Residential real estate Position: Owner/sole proprietor Nature: My husband and I jointly own and manage this residential real estate rental Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 09/01/2022 Address: 8216 Langport Terrace, Gaithersburg MD 20877, United States Description: My husband and I jointly own and manage this residential real estate rental (2) Name: As a sole proprietor I authored four books under the pen name Penelope Aaron. Position: author/sole proprietor Nature: I authored four books under the pen name Penelope Aaron. These books are available for sale online and occasionally I receive a very small royalty payment. Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 02/16/2014 Address: Home Address, Ashburn VA 20147, United States Description: I authored four books under the pen name Penelope Aaron. These books are available for sale online and occasionally I receive a very small royalty payment. The books are entitled:1. Inspiraled2. Inspirited3. Marco and the Miserably Marvelous Monday4. Oh My Flying Gators!
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Michele Stover's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jennifer Michele Stover'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
January 3, 2023 - Present
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Office #2: 3050 Chain Bridge Road Suite 400, Fairfax, VA 22030RIA
BD
CRD#: 20472
Brambleton, VA
Current
January 3, 2023 - Present
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Office #1: 3050 Chain Bridge Road Suite 400, Fairfax, VA 22030RIA
BD
CRD#: 20472
Fairfax, VA
Past
September 22, 2014 - February 22, 2022
LPL FINANCIAL LLC
RIA
CRD#: 6413
BETHESDA, MD
Past
September 15, 2014 - February 22, 2022
LPL FINANCIAL LLC
BD
CRD#: 6413
BETHESDA, MD
Past
October 23, 2013 - May 22, 2014
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
BETHESDA, MD
Past
October 22, 2013 - May 22, 2014
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
BETHESDA, MD
Past
November 28, 2011 - October 18, 2013
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
BETHESDA, MD
Past
October 31, 2011 - October 18, 2013
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
BETHESDA, MD
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
Colorado(2/23/2024)
RR
District of Columbia(1/3/2023)
RR
Florida(10/21/2024)
RR
Louisiana(8/25/2025)
RR
Maryland(1/3/2023)
RR
Massachusetts(1/22/2024)
RR
New Jersey(10/23/2025)
RR
New Mexico(7/15/2025)
RR
New York(5/28/2024)
RR
North Carolina(10/22/2025)
RR
Ohio(8/15/2025)
RR
Pennsylvania(1/3/2023)
RR
Tennessee(9/18/2025)
RR
Utah(1/29/2025)
RR
Virginia(1/3/2023)
IAR
Virginia(1/3/2023)
RR
Wisconsin(8/8/2025)
Exams
State Security Law Exam
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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
