Chip Jason Jurgensen

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2021-04-21

NC RA
APPROVED

Since 2021-04-21

Branch Locations

5454 W. 110Th Street, Overland Park, KS 66211 • United States

9121 Anson Way Suite 200, Raleigh, NC 27615 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Pinnacle Bank	Raleigh	NC	03/2015	12/2017
Raymond James Financial Services Inc	Raleigh	NC	12/2017	06/2019
Raymond James Financial Services Advisors Inc.	Raleigh	NC	03/2018	06/2019
Sbsb Financial Advisors	Mclean	VA	06/2019	04/2021
Creative Planning	Overland Park	KS	04/2021	Present

03/2015 → 12/2017

Pinnacle Bank

Raleigh, NC
12/2017 → 06/2019

Raymond James Financial Services Inc

Raleigh, NC
03/2018 → 06/2019

Raymond James Financial Services Advisors Inc.

Raleigh, NC
06/2019 → 04/2021

Sbsb Financial Advisors

Mclean, VA
04/2021 → Present

Creative Planning

Overland Park, KS

Previous Registrations

2019-06-26 → 2021-04-13

Sbsb Financial Advisors

Raleigh, NC
2018-03-14 → 2019-06-19

Raymond James Financial Services Advisors, Inc

Raleigh, NC
2012-12-10 → 2018-03-14

Rj20, Inc.

Durham, NC
2015-04-07 → 2017-11-13

Lpl Financial Llc

Raleigh, NC
2013-05-20 → 2015-03-19

C2 Asset Management, Llc

Morrisville, NC
2011-02-03 → 2012-04-11

Rj20, Inc.

Durham, NC
2010-01-01 → 2010-12-31

Rj20, Inc.

Durham, NC
2007-12-04 → 2009-12-31

Wells Fargo Clearing Services, Llc

Raleigh, NC

Cary, NC

Raleigh, NC
2006-03-21 → 2007-11-23

Bb&T Investment Services, Inc.

Charlotte, NC

Smithfield, NC

Wake Forest, NC

Charlotte, NC

Charlotte, NC
2005-06-14 → 2006-03-21

Bb&T Asset Management, Inc.

Smithfield, NC
2004-02-20 → 2005-06-01

Ameriprise Advisor Services, Inc.

Raleigh, NC

Other Businesses

- Brinleys Cove HOA; Garner, NC; not investment related; President of HOA Board; start date 4/19/22; 1 hour per month/0 hours during trading - Brinley Cove Rental home; Garner, NC; is investment related; Owner; start date 10.7.22; 0 hours per month - Real Estate Agent - Raleigh, NC; not investment related; Passed the Real Estate exam but not using it. start date 11.14.22; 0 hours spent each month

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2015-05-27
S66	Uniform Combined State Law Examination	2003-11-21

S63 Uniform Securities Agent State Law Examination

2015-05-27
S66 Uniform Combined State Law Examination

2003-11-21

Designations

Certified Financial Planner

Other Names

Gerard Jason Kempinski

View on SEC IAPD