George Andrew James

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

• 06/2015 → 11/2018
  Icma Retirement Corporation
  Washington, DC
• 12/2018 → Present
  Creative Planning
  Overland Park, KS

Other Businesses

UserTesting.com; Three Forks, MT; Not investment related; Position:Tester; Nature of business: test websites for functionality & useability; Start date:8/27/20; 10 hours per month/0 hours during trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-04-15

Designations

• Certified Financial Planner