Matthew Jordan Pearson

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

• 06/2015 → 06/2018
  Kibble & Prentice Holding Company
  Seattle, WA
• 10/2016 → 06/2018
  M Holdings Securities, Inc.
  Portland, OR
• 04/2017 → 06/2018
  Usi Advisors, Inc.
  Seattle, WA
• 07/2018 → 04/2022
  Lpl Financial, Llc
  Mercer Island, WA
• 07/2018 → 04/2022
  Global Retirement Partners, Llc
  Mercer Island, CA
• 04/2022 → 09/2025
  Fidelity Investments
  Covington, KY
• 09/2025 → Present
  Creative Planning, Llc
  Bellevue, WA

Previous Registrations

• 2018-07-16 → 2022-04-06
  Global Retirement Partners Llc
  Mercer Island, WA
  San Rafael, CA
• 2017-04-27 → 2018-05-25
  Usi Advisors
  Seattle, WA
• 2017-04-19 → 2017-05-01
  Kibble & Prentice Holding Company
  Seattle, WA

Other Businesses

OBA-116443|OrgNmn:Global Underwater Explorers |Org Addr:Seattle,Washington,US|OBA Nature:Diving Community/Training/Non-|Invst Rel:N|Title:Member of the Board|Duties:1x monthly meeting to discuss various topics around diving, and planning community events|StrtDt:02-04-25|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-10
• S63 Uniform Securities Agent State Law Examination
  2023-02-17

Other Names

• Matthew Jordan Pearson