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Jesse Li

Creative Planning

Atlanta, GA

Overland Park, KS

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-10-14
  • GA RA
    APPROVED
    Since 2025-10-14

Branch Locations

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

5454 W. 110Th Street, Overland Park, KS 66211 • 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
Pnc Bank Raleigh NC 08/2022 05/2023
Elwood & Goetz Wealth Advisory Atlanta GA 05/2023 11/2024
Creative Planning, Llc Atlanta GA 12/2024 Present
University Of Georgia Athens GA 08/2018 05/2022
South Forsyth High School Cumming GA 08/2014 05/2018
  • 08/2022 → 05/2023
    Pnc Bank
    Raleigh, NC
  • 05/2023 → 11/2024
    Elwood & Goetz Wealth Advisory
    Atlanta, GA
  • 12/2024 → Present
    Creative Planning, Llc
    Atlanta, GA
  • 08/2018 → 05/2022
    University Of Georgia
    Athens, GA
  • 08/2014 → 05/2018
    South Forsyth High School
    Cumming, GA
Designations

View on SEC IAPD

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