John Franklin Edgar

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

• 01/1993 → 02/2018
  Windham Brannon Personal Planning Services, Pc, Cpa
  Atlanta, GA
• 07/2014 → 12/2017
  Truewealth, Llc (Fna Windham Brannon)
  Atlanta, GA
• 10/2020 → Present
  Creative Planning, Inc.
  Atlanta, GA
• 01/2018 → 09/2020
  Truewealth, Llc (Fna Windham Brannon)
  Atlanta, GA

Previous Registrations

• 2010-01-27 → 2020-10-08
  Truewealth Management
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-01-06

Designations

• Personal Financial Specialist

Other Names

• John Edgar
• John Franklin Edgar
• John Franklin Edgar, Jr.