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Jonathan Edward St. Clair

Creative Planning Institutional Advisors, LLC

Atlanta, GA

Newport Beach, CA

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Current Employers
Creative Planning Institutional Advisors, Llc

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-01-29
  • GA RA
    APPROVED
    Since 2020-01-29

Branch Locations

3630 Peachtree Road Ne Suite 300, Atlanta, GA 30326 • United States

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Creative Planning Institutional Advisors, Llc Newport Beach CA 04/2012 Present
Financial Network Investment Corp El Segundo CA 10/2012 12/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-06
S63 Uniform Securities Agent State Law Examination 2013-02-08
  • S65 Uniform Investment Adviser Law Examination
    2020-01-06
  • S63 Uniform Securities Agent State Law Examination
    2013-02-08

View on SEC IAPD

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