Jennifer Kate Martin

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

• 10/2013 → 06/2018
  Gurtin Municipal Bond Management
  Solana Beach, CA
• 06/2018 → 08/2018
  Unemployed
  Dallas, TX
• 08/2018 → 12/2021
  Lockton Companies Llc
  Dallas, TX
• 08/2018 → 12/2021
  Lockton Financial Advisors, Llc
  Dallas, TX
• 08/2018 → 12/2021
  Lockton Investment Advisors Llc
  Dallas, TX
• 12/2021 → Present
  Creative Planning, Llc
  Dallas, TX

Previous Registrations

• 2019-02-26 → 2021-12-31
  Lockton Investment Advisors, Llc
  Dallas, TX
  Overland Park, KS
• 2012-10-01 → 2013-10-01
  J.P. Morgan Securities Llc
  Chicago, IL
• 2010-11-05 → 2012-10-01
  Chase Investment Services Corp.
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 2007-06-29 → 2010-08-03
  Wells Fargo Clearing Services, Llc
  San Diego, CA
• 2006-10-24 → 2007-07-19
  Citigroup Global Markets Inc.
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-26
• S63 Uniform Securities Agent State Law Examination
  2018-10-01
• S66 Uniform Combined State Law Examination
  2006-10-20

Other Names

• Jennifer K Allers
• Jennifer Kate Allers