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Inactive

Ann Pope Colvin

Creative Planning

Covington, LA

Overland Park, KS

Metairie, LA

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-28
LA RA APPROVED 2022-06-30
  • TX RA
    APPROVED
    Since 2023-08-28
  • LA RA
    APPROVED
    Since 2022-06-30

Branch Locations

Covington, LA • United States

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

3330 W. Esplanade Ave. S. Suite 509, Metairie, LA 70002 • 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
Jpmorgan Securities Inc New Orleans LA 03/2009 06/2022
Jpmorgan Chase Bank Na New Orleans LA 09/2006 06/2022
Creative Planning, Llc Metairie LA 06/2022 Present
  • 03/2009 → 06/2022
    Jpmorgan Securities Inc
    New Orleans, LA
  • 09/2006 → 06/2022
    Jpmorgan Chase Bank Na
    New Orleans, LA
  • 06/2022 → Present
    Creative Planning, Llc
    Metairie, LA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-05-23
  • S63 Uniform Securities Agent State Law Examination
    2009-05-23
Designations
Other Names
  • Ann Elizabeth Pope
  • Ann Colvin

View on SEC IAPD

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