Best Investors Account Sign in
Inactive

Jeffrey Norman Robinson

Creative Planning

Atlanta, GA

Overland Park, KS

Claim This Profile
Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-05-19
  • GA RA
    APPROVED
    Since 2026-05-19

Branch Locations

3630 Peachtree Road Ne, Suite 300, Atlanta, GA 30326 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • 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
E*Trade Securities Llc Alpharetta GA 04/2007 11/2017
E*Trade Capital Management Llc Alpharetta GA 12/2009 11/2017
Atlanta Marathon Club Atlanta GA 03/2011 02/2018
E*Trade Securities Llc Alpharetta GA 11/2017 02/2020
E*Trade Capital Management Llc Alpharetta GA 11/2017 02/2020
E*Trade Securities Llc Alpharetta GA 02/2020 06/2020
E*Trade Capital Management Llc Alpharetta GA 02/2020 06/2020
E*Trade Capital Management Llc Alpharetta GA 06/2020 09/2023
E*Trade Securities Llc Alpharetta GA 06/2020 09/2023
Morgan Stanley Alpharetta GA 10/2022 05/2026
Morgan Stanley Alpharetta GA 09/2023 05/2026
Morgan Stanley Alpharetta GA 09/2023 05/2026
Creative Planning, Llc Atlanta GA 05/2026 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2010-02-10
S63 Uniform Securities Agent State Law Examination 2007-06-04
  • S66 Uniform Combined State Law Examination
    2010-02-10
  • S63 Uniform Securities Agent State Law Examination
    2007-06-04
Designations

View on SEC IAPD

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor