James Wallace Heard

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

• 07/2014 → 09/2020
  Truewealth, Llc (Fna Windham Brannon)
  Atlanta, GA
• 10/2020 → Present
  Creative Planning, Llc
  Atlanta, GA

Previous Registrations

• 2003-03-17 → 2020-10-08
  Truewealth Management
  Atlanta, GA
  Atlanta, GA

Other Businesses

Part Owner TrueWealth, LLC formerly investment related firm, start date 11/1999, currently shell company of previous investment firm TrueWealth, LLC (which was purchased by Creative Planning. LLC ); no investment related activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-02-09
• S63 Uniform Securities Agent State Law Examination
  1994-02-04

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Jim Heard
• Jim Heard