Jeffrey Norman Robinson

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

• 04/2007 → 11/2017
  E*Trade Securities Llc
  Alpharetta, GA
• 12/2009 → 11/2017
  E*Trade Capital Management Llc
  Alpharetta, GA
• 03/2011 → 02/2018
  Atlanta Marathon Club
  Atlanta, GA
• 11/2017 → 02/2020
  E*Trade Securities Llc
  Alpharetta, GA
• 11/2017 → 02/2020
  E*Trade Capital Management Llc
  Alpharetta, GA
• 02/2020 → 06/2020
  E*Trade Securities Llc
  Alpharetta, GA
• 02/2020 → 06/2020
  E*Trade Capital Management Llc
  Alpharetta, GA
• 06/2020 → 09/2023
  E*Trade Capital Management Llc
  Alpharetta, GA
• 06/2020 → 09/2023
  E*Trade Securities Llc
  Alpharetta, GA
• 10/2022 → 05/2026
  Morgan Stanley
  Alpharetta, GA
• 09/2023 → 05/2026
  Morgan Stanley
  Alpharetta, GA
• 09/2023 → 05/2026
  Morgan Stanley
  Alpharetta, GA
• 05/2026 → Present
  Creative Planning, Llc
  Atlanta, GA

Previous Registrations

• 2023-09-05 → 2026-05-07
  Morgan Stanley
  Atlanta, GA
  Alpharetta, GA
  Alpharetta, GA
  Alpharetta, GA
  Marietta, GA
  Atlanta, GA
• 2010-02-12 → 2023-09-05
  Harrisdirect Llc
  Arlington, VA
  Alpharetta, GA
  Alpharetta, GA
  Alpharetta, GA

Exams

• S66 Uniform Combined State Law Examination
  2010-02-10
• S63 Uniform Securities Agent State Law Examination
  2007-06-04

Designations

• Certified Financial Planner