Best Investors Account Sign in
Inactive

Jordan James Davis

Creative Planning

Glen Cove, NY

Overland Park, KS

CRD 8295497

Claim This Profile
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:

Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-07-14
  • NY RA
    APPROVED
    Since 2026-07-14

Branch Locations

Glen Cove, NY • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Centura Wealth Advisory San Diego CA 11/2022 05/2024
Centura Wealth Advisory San Diego CA 06/2024 05/2026
San Diego State University San Diego CA 08/2020 05/2024
Bishop O'DOwd High School Oakland CA 06/2016 07/2020
Creative Planning, Llc Overland Park KS 06/2026 Present
  • 11/2022 → 05/2024
    Centura Wealth Advisory
    San Diego, CA
  • 06/2024 → 05/2026
    Centura Wealth Advisory
    San Diego, CA
  • 08/2020 → 05/2024
    San Diego State University
    San Diego, CA
  • 06/2016 → 07/2020
    Bishop O'DOwd High School
    Oakland, CA
  • 06/2026 → Present
    Creative Planning, Llc
    Overland Park, KS
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Glen Cove, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor