Jennifer Marie Friedman

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

• 04/2014 → 08/2018
  Principal Life Insurance
  Des Moines, IA
• 09/2018 → 06/2020
  Usi
  Seatte, WA
• 07/2020 → 09/2023
  Mesirow Financial, Inc. (Mfi)
  Chicago, IL
• 10/2023 → Present
  Creative Planning, Llc
  Chicago, IL

Previous Registrations

• 2020-07-13 → 2023-09-29
  Mesirow Financial Investment Management, Inc.
  Chicago, IL
• 2017-12-11 → 2018-09-05
  Principal Securities, Inc.
  Des Moines, IA
  Downers Grove, IL

Other Businesses

I have a condo that I lease out located at 3147 W Wellington Ave in Chicago. It is not investment related and I do not have a formal name for the business. It averages less than one hour a month of work and it is not done during traditional business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-01
• S63 Uniform Securities Agent State Law Examination
  2016-07-18