Marcos Medina

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

• 12/2015 → 06/2019
  Jpmorgan Securities Llc
  Kenner, LA
• 12/2015 → 06/2019
  Jpmorgan Chase Bank
  Kenner, LA
• 06/2013 → Present
  Tortuga Management Group Llc
  River Ridge, LA
• 07/2019 → 03/2021
  Raymond James And Associates Inc
  New Orleans, LA
• 03/2021 → 08/2024
  Jpmorgan Chase Bank Na
  Metairie, LA
• 03/2021 → 08/2024
  Jp Morgan Securities, Llc
  Metairie, LA
• 08/2024 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2021-03-29 → 2024-08-08
  J.P. Morgan Securities Llc
  Metairie, LA
• 2019-10-01 → 2021-03-12
  Raymond James & Associates, Inc.
  New Orleans, LA

Other Businesses

Business Name: Tortuga Management Group LLC Investment-related: Yes Address: River Ridge, LA Nature of Business: Real Estate Holding Position/Retaltion: President/Owner Start Date: 06/11/2013 Hours/month: 1 Hours/month during securities trading: 0 Duties: Owner however currently the company is dormant.

Exams

• S66 Uniform Combined State Law Examination
  2019-09-30

Designations

• Certified Financial Planner

Other Names

• Marcos Medina Alejandre