Seth Jefferies
Director, Core Product Specialist at TIAA | Commerce City, Colorado, United States
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Seth Jefferies currently serves as a Financial Services Consultant at TIAA, where he leverages his extensive expertise in wealth management and high net worth client strategies to drive impactful product distribution and advisor development. In this role, Seth is responsible for overseeing the delivery of key financial products and solutions to a broad network of 700 wealth advisors, 300 Client Relationship Managers, and 180 Advisor Consultants who support high net worth clients with complex retirement income planning needs. His deep understanding of retirement income strategies, including lifetime income planning, in-plan fixed and variable annuities, and after-tax annuities, positions him as a trusted resource for advisors seeking to optimize client outcomes.
Seth’s role involves not only the strategic distribution of sophisticated financial products such as life insurance, ETFs, and securities but also providing impactful coaching and training to ensure advisors are equipped with the latest industry insights and best practices. His expertise in high net worth wealth management, risk management, and pension planning enables him to tailor solutions that align with clients’ long-term financial goals. Known for his ability to exceed performance goals, Seth consistently demonstrates a keen aptitude for navigating complex financial landscapes, fostering strong advisor relationships, and delivering comprehensive planning strategies that incorporate 401(k)s, term life insurance, and other retirement solutions.
Through his leadership, Seth enhances TIAA’s capacity to serve high net worth individuals by integrating innovative financial products with personalized planning, ensuring advisors can confidently address the diverse needs of their clients. His commitment to continuous learning and industry excellence makes him a vital asset in advancing TIAA’s mission to provide secure, sustainable retirement solutions.
Director, Core Product Specialist at TIAA in March 2023 to Present
Lifetime Annuitization Coach at TIAA in January 2020 to March 2023
Regional Advisory Coach at TIAA in July 2018 to January 2020
Advisory Coach, Productivity and Development at TIAA in July 2017 to July 2018
Sr. Business Mgmt Specialist at TIAA in June 2015 to July 2017
Individual Advisory Services Client Relationship Consultant at TIAA in October 2013 to June 2015
Financial Services Consultant at TIAA in January 2011 to October 2013
Financial Representative at COUNTRY Financial in October 2010 to January 2011
Investment Executive at JP Turner in October 2009 to July 2010
Store Manager at Quality Tire Company in March 2008 to August 2009
Purchasing Manager at Quality Tire Company in March 2006 to March 2008
Inventory Manager at Quality Tire Company in November 2005 to March 2006
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LDS Business College, July 2026
Center for Coaching Certification
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Mutual Funds
Sales
Insurance
Investments
IRAs
Life Insurance
Series 63
Equities
401k
Securities
Relationship Management
Fixed Annuities
Financial Services
Finance
Retirement Planning
Financial Advisory
Asset Management
Retirement
Wealth Management
Series 7
Strategic Financial Planning
Investment Advisory
Asset Allocation
Fixed Income
Risk Management
Long-term Care
Investment Strategies
Term Life Insurance
Investment Management
Purchasing
FINRA
Pensions
Uniform Combined State Law
Portfolio Management
ETFs
Wealth
Retirement Plan Consulting
Qualified Retirement Plans
Defined Contribution
High Net Worth Individuals
Wealth Management Services
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Discover more about TIAAWhat is Seth Jefferies email address?
Email Seth Jefferies at [email protected] and [email protected]. This email is the most updated Seth Jefferies's email found in 2026.
What is Seth Jefferies phone number?
Seth Jefferies phone number is 3032586036.
How to contact Seth Jefferies?
To contact Seth Jefferies send an email to [email protected] or [email protected]. If you want to call Seth Jefferies try calling on 3032586036. (updated on April 26, 2025)
What company does Seth Jefferies work for?
Seth Jefferies works for TIAA
What is Seth Jefferies's role at TIAA?
Seth Jefferies is Director, Core Product Specialist
What industry does Seth Jefferies work in?
Seth Jefferies works in the Financial Services industry.
Seth Jefferies Email Addresses
Seth Jefferies Phone Numbers
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