Jesse Espinoza

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

• 08/2011 → 09/2016
  Wescom Financial Services, Llc
  Pasadena, CA
• 09/2016 → Present
  Creative Planning
  Overland Park, KS

Previous Registrations

• 2011-08-30 → 2016-09-23
  Wescom Financial Services
  Corona, CA
  Redlands, CA
  Corona, CA
  Redlands, CA
  Riverside, CA
• 2007-01-22 → 2011-08-29
  Cuna Brokerage Services, Inc.
  Anaheim, CA
  Murrieta, CA
  La Habra, CA
  Waverly, IA
  San Bernardino, CA
  Rancho Cucamonga, CA
  Redlands, CA
  Murrieta, CA
• 2004-02-02 → 2007-01-24
  Cuso Financial Services, L.P.
  Rancho Cucamonga, CA
  Santa Ana, CA
  Santa Ana, CA
• 2003-07-24 → 2003-11-10
  Wamu Investments, Inc.
  La Mirada, CA
• 2003-02-21 → 2003-07-21
  Equitable Advisors, Llc
  Irvine, CA

Exams

• S66 Uniform Combined State Law Examination
  2002-11-08

Other Names

• Jesse Espinoza
• Jesse Espinoza