Jennifer Calvi Price

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

• 07/2010 → 10/2019
  Raymond James Financial Services, Inc
  Dallas, TX
• 02/2008 → 10/2019
  Quest Capital Management Inc.
  Dallas, TX
• 10/2019 → Present
  Creative Planning, Inc.
  Overland Park, KS

Previous Registrations

• 2011-06-14 → 2019-10-01
  Quest Capital Management, Inc.
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2011-05-27

Designations

• Certified Financial Planner

Other Names

• Jennifer Leigh Calvi