Jordan Blaine Arave

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

• 06/2013 → 09/2016
  Usaa Financial Planning Services
  Alpharetta, GA
• 06/2013 → 09/2016
  Usaa Financial Advisors, Inc.
  Alpharetta, GA
• 09/2016 → Present
  Creative Planning
  Canton, GA

Previous Registrations

• 2013-07-09 → 2016-09-23
  Usaa Financial Planning Services
  Atlanta, GA
  Alpharetta, GA
  Atlanta, GA
• 2011-01-03 → 2013-06-26
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT
  Salt Lake City, UT
  Salt Lake City, UT
  Murray, UT
  Salt Lake City, UT
• 2009-11-30 → 2011-01-03
  Wells Fargo Investments, Llc
  Salt Lake City, UT
  Salt Lake City, UT
  Salt Lake City, UT
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2009-11-20
• S63 Uniform Securities Agent State Law Examination
  2007-05-12

Designations

• Certified Financial Planner