James Joseph Ciarmella

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

• 03/2014 → Present
  Creative Planning
  Overland Park, KS

Previous Registrations

• 2011-05-05 → 2014-03-05
  Strategic Advisers Llc
  Philadelphia, PA
• 2008-02-21 → 2010-12-31
  Summit Financial Group Inc
  Media, PA
• 2007-04-02 → 2008-02-20
  Morgan Stanley & Co. Llc
  Bonita Springs, FL
• 2003-08-01 → 2007-04-02
  Morgan Stanley Dw Inc.
  Bonita Springs, FL
  Cape Coral, FL
  Ft. Myers, FL

Other Businesses

Friends of Mackenzie Smith; Malvern, PA; not investment related; position-Treasurer for Campaign expenses; start date 1/10/2023; 1 hour per month/0 hours during trading; Duties include Checking account reconciliation, vendor payments, reporting, etc.

Exams

• S66 Uniform Combined State Law Examination
  2003-07-29

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• James Ciarmella Jr.
• James Ciarmella
• James Joseph Ciarmella Jr
• James Joseph Ciarmella Jr.
• James Joseph Ciarmella
• James Joseph Ciarmella