Jeremy Boyd Laughton

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

• 01/2020 → Present
  Creative Planning, Inc.
  Overland Park, KS
• 12/2016 → 12/2019
  Cohen & Burnett, Pc
  Mclean, VA
• 05/2016 → 12/2016
  Unemployed
  Arlington, VA

Designations

• Certified Financial Planner