Jeffrey Scott White

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

• 03/2015 → 09/2018
  Brouwer & Janachowski Llc
  Tiburon, CA
• 09/2018 → 02/2020
  Vista Wealth Management Group, Llc
  Palo Alto, CA
• 03/2020 → 12/2022
  Creative Planning, Inc.
  Overland Park, KS
• 12/2022 → 07/2023
  Kera Capital Partners
  San Jose, CA
• 07/2023 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2022-12-02 → 2023-07-24
  Kera Capital Partners
  San Francisco, CA
  San Jose, CA
• 2020-03-05 → 2022-12-05
  Creative Planning
  San Francisco, CA
  Overland Park, KS
  San Francisco, CA
• 2018-10-19 → 2020-02-26
  Adero Partners, Llc
  San Francisco, CA
  Walnut Creek, CA
• 2016-02-01 → 2018-09-19
  Brouwer & Janachowski, Llc
  Mill Valley, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-02-01
• S63 Uniform Securities Agent State Law Examination
  2011-09-30

Designations

• Certified Financial Planner
• Chartered Financial Analyst