Nicholas Lawrence Jahn

Employer firm

Creative Planning Institutional Advisors, LLC CRD 126777

$37.5B regulatory AUM 1,732 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2012 → 12/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2012 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
• 12/2012 → Present
  Sageview Private Client Group, Llc
  Knoxville, TN
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-06-29 → 2025-12-15
  Cetera Investment Advisers Llc
  Knoxville, TN
• 2013-01-03 → 2023-06-29
  Cetera Wealth Services, Llc
  Knoxville, TN
• 2013-08-12 → 2015-12-31
  Sageview Private Client Group, Llc
  Newport Beach, CA
• 2011-02-02 → 2011-08-15
  Morgan Stanley
  Las Vegas, NV

Other Businesses

(1) NAME OF OTHER BUSINESS: SAGEVIEW PCG INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE START DATE: 2013 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FEE BASED PLANNING (2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 12/06/2012 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE (3) NAME OF OTHER BUSINESS: SAGE VIEW ADVISORY INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES START DATE: 12/3/2012 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: ADVISORY SERVICES (5) NAME OF OTHER BUSINESS: N/A ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL LOCATION ; NATURE OF BUSINESS: CHILDRENS LITERATURE ; START DATE: 11/2021 ; POSITION/TITLE/RELATIONSHIP: AUTHOR ; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; BRIEF DESCRIPTION OF DUTIES: CHILDRENS BOOK ;

Exams

• S66 Uniform Combined State Law Examination
  2011-02-01

Other Names

• Nick Jahn