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Jared J Kuzma
CRD#: 7756575
IA
Investment Adviser
B
Broker
ADVICE AND PLANNING SERVICESCRD#: 20472 Dallas, TX
Registration History
Oct2023AprJulOct2024AprJulOct2025AprJulOct2026IAADVICE AND PLANNING SERVICES (CRD# 20472)2024 - Present (1 year)BTIAA-CREF INDIVIDUAL & INSTITU... (CRD# 20472)2023 - Present (1 year)
License(s)

State Registrations

B
Alabama 1/9/2024

B
Montana 1/9/2024

B
Alaska 1/9/2024

B
Nebraska 1/9/2024

B
Arizona 1/9/2024

B
Nevada 1/9/2024

B
Arkansas 1/9/2024

B
New Hampshire 1/9/2024

B
California 1/9/2024

B
New Jersey 1/9/2024

B
Colorado 1/9/2024

B
New Mexico 1/9/2024

B
Connecticut 1/9/2024

B
New York 1/9/2024

B
Delaware 1/9/2024

B
North Carolina 1/9/2024

B
District of Columbia 1/9/2024

B
North Dakota 1/9/2024

B
Florida 1/9/2024

B
Ohio 1/9/2024

B
Georgia 1/9/2024

B
Oklahoma 1/9/2024

B
Hawaii 1/9/2024

B
Oregon 1/9/2024

B
Idaho 1/9/2024

B
Pennsylvania 1/9/2024

B
Illinois 1/9/2024

B
Rhode Island 1/9/2024

B
Indiana 1/9/2024

B
South Carolina 1/9/2024

B
Iowa 1/9/2024

B
South Dakota 1/9/2024

B
Kansas 1/9/2024

B
Tennessee 1/9/2024

B
Kentucky 1/9/2024

B
Texas 1/8/2024

B
Louisiana 1/9/2024

IA
Texas 1/8/2024

B
Maine 1/9/2024

B
Utah 1/9/2024

B
Maryland 1/9/2024

B
Vermont 1/9/2024

B
Massachusetts 1/9/2024

B
Virginia 1/9/2024

B
Michigan 1/9/2024

B
Washington 1/9/2024

B
Minnesota 1/9/2024

B
West Virginia 1/9/2024

B
Mississippi 1/9/2024

B
Wisconsin 1/9/2024

B
Missouri 1/9/2024

B
Wyoming 1/9/2024

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)
Dallas, TX
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034
Registered with this firm since 1/8/2024

B
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CRD#:20472)
Dallas, TX
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034
Registered with this firm since 9/27/2023

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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.