Jenifer Patricia Pratt

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

• 03/2016 → 12/2021
  Reilly Financial Advisors, Llc
  La Mesa, CA
• 12/2021 → Present
  Creative Planning, Llc
  La Mesa, CA

Previous Registrations

• 2016-03-01 → 2022-01-03
  Reilly Financial Advisors
  La Mesa, CA
• 2014-02-26 → 2015-07-21
  Aldrich Wealth Lp
  Escondido, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-02-25

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• Jenifer Patricia Jorgensen