Jason Stewart Dohrman

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → 10/2017
  Jpmorgan Securities Llc
  Castle Rock, CO
• 11/2017 → Present
  Creative Planning
  Denver, CO

Previous Registrations

• 2014-06-02 → 2017-11-15
  J.P. Morgan Securities Llc
  Centennial, CO
  Castle Rock, CO
  Colorado Springs, CO
• 2012-01-03 → 2014-06-03
  Schwab Wealth Advisory, Inc.
  Englewood, CO
• 2009-03-31 → 2011-12-31
  Charles Schwab & Co., Inc.
  Englewood, CO
  Englewood, CO
• 2008-07-30 → 2009-03-12
  Lpl Financial Llc
  Golden, CO
• 2005-12-19 → 2008-04-10
  Waddell & Reed
  Denver, CO
  Boulder, CO
  Denver, CO
  Westminster, CO
• 2005-05-20 → 2005-12-15
  Lpl Financial Llc
  Lafayette, CO
• 2003-01-10 → 2004-03-04
  Msi Financial Services, Inc.
  Bellevue, WA

Exams

• S66 Uniform Combined State Law Examination
  2001-07-03

Designations

• Certified Financial Planner