James Joseph Bruyette

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

• 01/1991 → 04/2021
  Sullivan, Bruyette, Speros, & Blayney, In
  Mclean, VA
• 01/1991 → 04/2021
  #Ia Sullivan, Bruyette, Speros & Blayney
  Mclean, VA
• 04/2021 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2002-01-16 → 2021-04-13
  Sbsb Financial Advisors
  Mclean, VA
  Mclean, VA

Other Businesses

1400 Eye St. LLC; not investment related; Limited partner in Real Estate Investors; start date 7.1.2014; 0 hours per month spent on this OBA First Tee of Greater Washington DC; Washington, DC; not investment related; Board Member/Youth Coach; start date 10.31.22; 4 hours per month/0 hours per month during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-06-27
• S63 Uniform Securities Agent State Law Examination
  1982-12-16

Other Names

• Jim Bruyette