Eric Jia

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 → 11/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 01/2019 → 04/2020
  Bank Of America
  Sugar Land, TX
• 04/2020 → 11/2021
  Bank Of America
  Sugar Land, TX
• 06/2016 → 01/2019
  Pappadeaux Seafood Kitchen
  Stafford, TX
• 06/2014 → 05/2018
  University Of Houston
  Houston, TX
• 12/2024 → 05/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sugar Land, TX
• 11/2023 → 12/2024
  Unemployed
  Sugar Land, TX
• 02/2025 → 05/2025
  Bank Of America, N.A.
  Sugar Land, TX
• 05/2025 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2025-01-27 → 2025-05-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Katy, TX
  Houston, TX
  Sugar Land, TX
  Richmond, TX
  Sugar Land, TX
• 2022-03-29 → 2023-11-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sugar Land, TX
  New York, NY
  Missouri City, TX
  Sugar Land, TX
  Rosenberg, TX
  San Antonio, TX
  Sugar Land, TX

Other Businesses

Name of the other businessRental Property Whether the business is investment-relatedNot investment related Address of the other businessSugar Land Texas Nature of the other businessRenting out house. Your positionOwner of Property Title, or relationship with the other businessNo relation to other business. Start date of your relationshipAugust 2020 Approximate number of hours/month you devote to the other businessAround 1 or 2 hours a month. Number of hours you devote to the other business during securities trading hoursNone Briefly describe your duties relating to the other businessSending handiman to property, responding to tenant.

Exams

• S66 Uniform Combined State Law Examination
  2022-03-28

Designations

• Certified Financial Planner