Tovin James Mcgovern

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

• 05/2009 → 12/2019
  Jpmorgan Chase Bank, N. A.
  San Diego, CA
• 10/2012 → 12/2019
  J.P. Morgan Securities Llc
  San Diego, CA
• 12/2019 → 01/2020
  Jp Morgan Securities
  Scottsdale, AZ
• 12/2019 → 01/2020
  Jp Morgan Chase Bank, Na
  Scottsdale, AZ
• 02/2020 → 01/2022
  Hatton Consulting, Inc.
  Phoenix, AZ
• 01/2022 → Present
  Creative Planning Llc.
  Phoenix, AZ

Previous Registrations

• 2021-07-19 → 2022-01-03
  Hatton Consulting, Inc.
  Phoenix, AZ

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-08-09

Designations

• Certified Financial Planner