Emily Marie Watson

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

• 11/2021 → 01/2023
  Jpmorgan Chase Bank, N.A.
  Overland Park, KS
• 11/2021 → 01/2023
  J.P. Morgan Securities Llc
  Overland Park, KS
• 09/2018 → 11/2021
  Bok Financial
  Overland Park, KS
• 03/2017 → 08/2018
  Commerce Bank
  Leawood, KS
• 10/2016 → 10/2016
  United Mortgage
  Overland Park, KS
• 08/2016 → 10/2016
  Mortgage Lenders Of America
  Leawood, KS
• 11/2016 → 02/2017
  Unemployed
  Olathe, KS
• 01/2023 → 11/2024
  Wells Fargo Clearing Services, Llc
  Olathe, KS
• 01/2023 → 11/2024
  Wells Fargo Bank, Na
  Olathe, KS
• 12/2024 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2023-03-17 → 2024-11-20
  Wells Fargo Clearing Services, Llc
  Omaha, NE
  Olathe, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-17
• S63 Uniform Securities Agent State Law Examination
  2022-02-28

Other Names

• Emily M Sidwell
• Emily Watson
• Emily M Watson