Harlan Jason Shulevitz

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

• 06/2016 → 10/2023
  Charles Schwab & Co., Inc.
  San Francisco, CA
• 11/2017 → 10/2023
  Charles Schwab Bank
  San Francisco, CA
• 11/2023 → 09/2024
  Parcion Private Wealth Llc
  Bellevue, WA
• 10/2024 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2023-11-20 → 2024-09-25
  Parcion Private Wealth Llc
  Bellevue, WA
• 2016-11-15 → 2023-10-05
  Charles Schwab & Co., Inc.
  Lone Tree, CO
  Lone Tree, CO
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2016-11-15

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Harley Shulevitz