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Jeffrey Paul Mcdermott

Create Wealth Financial Planning LLC

Saint Johns, FL

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Current Employers
Create Wealth Financial Planning Llc

Jacksonville, FL • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-03-17
FL RA APPROVED 2021-03-05
  • TX RA
    APPROVED_RES
    Since 2021-03-17
  • FL RA
    APPROVED
    Since 2021-03-05

Branch Locations

Saint Johns, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa Jacksonville FL 11/2014 11/2020
Tiaa-Cref Individual & Institutional Services, Llc Jacksonville FL 11/2014 11/2020
Create Wealth Financial Planning, Llc Saint Johns FL 11/2020 Present
Wealth Mode Financial Planning Bountiful UT 06/2022 08/2023
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-22
S63 Uniform Securities Agent State Law Examination 2005-03-03
  • S65 Uniform Investment Adviser Law Examination
    2014-12-22
  • S63 Uniform Securities Agent State Law Examination
    2005-03-03
Designations
Other Names
  • Jeff Paul Mcdermott

View on SEC IAPD

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