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JEFFREY ALLEN JAKUSH
JEFFREY A JAKUSH
CRD#: 1972089
IA
Investment Adviser
B
Broker
ADVICE AND PLANNING SERVICESCRD#: 20472 333 W. Wacker Drive
28th Floor
CHICAGO, IL 60606
Registration History
1995200020052010201520202025IAADVICE AND PLANNING SERVICES (CRD# 20472)2005 - Present (19 years)BTIAA-CREF INDIVIDUAL & INSTITU... (CRD# 20472)1993 - Present (31 years)BTEACHERS PERSONAL INVESTORS SE... (CRD# 36130)1994 - 1995 (1 year)
License(s)

State Registrations

B
Arizona 2/6/2017

B
Massachusetts 11/9/2016

B
Connecticut 10/22/2018

B
Michigan 3/14/2014

B
Florida 1/16/2013

B
New York 2/3/2023

B
Illinois 11/18/1993

B
Ohio 4/4/2023

IA
Illinois 7/11/2005

B
Pennsylvania 2/5/2018

B
Indiana 7/15/2005

B
Tennessee 11/20/2023

B
Iowa 10/25/2023

B
Virginia 2/28/2022

B
Maine 5/20/2016

B
Washington 3/23/2022

B
Maryland 2/5/2018

B
Wisconsin 10/21/1997

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
ADVICE AND PLANNING SERVICES (CRD#:20472)
333 W. Wacker Drive 28th Floor, CHICAGO, IL 60606
Woodridge, IL
Registered with this firm since 7/11/2005

B
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CRD#:20472)
333 W. Wacker Drive 28th Floor, CHICAGO, IL 60606
Woodridge, IL
Registered with this firm since 11/10/1993

Previous Registration(s)
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B
10/22/1994 - 12/31/1995 TEACHERS PERSONAL INVESTORS SERVICES, INC. (CRD#:36130) NEW YORK, NY
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.