Jeffrey Richard Porter

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

• 03/2004 → 04/2021
  Sullivan, Bruyette, Speros & Blayney, Inc.
  Mclean, VA
• 04/2021 → Present
  Creative Planning, Llc.
  Overland Park, KS

Previous Registrations

• 2006-03-16 → 2021-04-13
  Sbsb Financial Advisors
  Mclean, VA
  Mclean, VA
• 2008-01-10 → 2009-12-23
  Capitol Securities Management, Inc.
  Hickory, NC
  Glen Allen, VA
  Mclean, VA
  Mclean, VA
  Glen Allen, VA
  Mclean, VA
• 2003-01-07 → 2004-03-29
  Johnston Lemon Asset Management Inc
  Washington, DC

Other Businesses

Britepaths; Not investment related; 3959 Pender Drive, #200, Fairfax, VA 22030; Charity; Board membership, finance committee member; Start 6/2024; 4 hours/month devoted to business; 0 hours/month devoted to business during securities trading hours; Duties: general oversight and guidance. Dream Project; Not investment related; PO Box 7419, Arlington, VA 22207; Charity; Board membership, finance committee member; Start 3/2025; 2 hours/month devoted to business; 0 hours/month devoted to business during securities trading hours; Duties: general oversight and guidance

Exams

• S66 Uniform Combined State Law Examination
  2002-02-14

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Jeff Porter