Jennifer Fahey

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

• 07/2016 → 11/2016
  Calton & Associates, Inc.
  Tampa, FL
• 09/2015 → 11/2016
  Aspire Financial Services
  Tampa, FL
• 04/2019 → 12/2022
  The Prudential Insurance Company Of America
  Morrison, CO
• 11/2016 → 04/2019
  Prudential Investment Management Services, Llc
  Morrison, CO
• 04/2019 → 12/2022
  Nationwide Investment Services Inc
  Columbus, OH
• 12/2022 → 08/2025
  Valic Financial Advisors, Inc.
  Houston, TX
• 08/2025 → 02/2026
  The Standard
  Portland, OR
• 05/2026 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2025-08-29 → 2026-02-20
  Stancorp Investment Advisers, Inc.
  Portland, OR
  Savannah, GA
• 2023-01-18 → 2025-08-04
  Valic Financial Advisors, Inc.
  Houston, TX
  Denver, CO
• 2019-06-25 → 2022-12-09
  Nationwide Investment Advisors, Llc
  Columbus, OH

Other Businesses

J&M Redhawk; Investment-related; Savannah, GA; Rental property; Owner; Start 12/18/2018; 0 hours / month; 0 hours / month during securities trading hours; Short term rental property management (managed by spouse) Raven Assets 204; Investment-related; Savannah, GA; Rental property; Owner; Start 12/18/2018; 0 hours / month; 0 hours / month during securities trading hours; Short term rental property management (managed by spouse) Pura Vida Life: Investment-related; Savannah, GA; Rental property; Owner; Start 12/18/2018; 0 hours / month; 0 hours / month during securities trading hours; Short term rental property management (managed by spouse)

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-06-24
• S63 Uniform Securities Agent State Law Examination
  2008-12-24

Other Names

• Jennifer Ann King
• Jennifer Yellott
• Jennifer Ann Yellott
• Jennifer Ann Fahey