Isaac Alexander Jambor

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

• 09/2013 → 03/2018
  House Of Cha
  Lawrence, KS
• 04/2018 → 02/2019
  Hitea
  Lawrence, KS
• 03/2019 → 03/2020
  Red Pepper
  Lawrence, KS
• 05/2019 → 05/2021
  Dillons
  Lawrence, KS
• 08/2021 → Present
  Creative Planning, Llc
  Overland Park, KS
• 06/2021 → 07/2021
  Ramen Bowls
  Lawrence, KS
• 12/2021 → 04/2022
  Mana Bar Lawrence
  Lawrence, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-20