Earnest Levell Harris

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

• 02/2011 → 04/2022
  J.P. Morgan Retirement Plan Services Llc
  Overland Park, KS
• 02/2011 → 04/2022
  J.P. Morgan Institutional Investments Inc.
  Overland Park, KS
• 09/2014 → 04/2022
  Gwfs Equities, Inc.
  Overland Park, KS
• 04/2022 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2021-05-28 → 2022-04-12
  Empower Advisory Group, Llc
  Winder, GA
  Greenwood Village, CO
  Kansas City, MO
  Shawnee, KS

Other Businesses

GoGo Rentals, LLC; Kansas City, MO; Not investment related; nature of the business-Host on Turo rental car platform; position-Owner; Start date 1.16.24; 10 hours per month/0 hours during trading;

Exams

• S66 Uniform Combined State Law Examination
  2021-05-26
• S63 Uniform Securities Agent State Law Examination
  2011-05-13

Other Names

• Earnest L Harris