Best Investors Account Sign in
Inactive

Jolene Alex Mccord

Creative Planning

Houston, TX

Overland Park, KS

Houston, TX

Claim This Profile
Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-03-02
  • TX RA
    APPROVED
    Since 2022-03-02

Branch Locations

800 Town And Country Blvd. Suite 500, Room 558, Houston, TX 77024 • United States

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

Houston, TX • 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
Alliant Retirement Consulting Houston TX 04/2017 11/2021
Ajilon/Accounting Principals Houston TX 08/2016 04/2017
Cetera Advisor Networks El Segundo CA 09/2018 11/2021
Lockton Companies, Llc Houston TX 11/2021 12/2021
Lockton Investment Securities, Llc Houston TX 11/2021 12/2021
Lockton Investment Advisors, Llc Houston TX 11/2021 12/2021
Creative Planning, Llc Overland Park KS 12/2021 Present
  • 04/2017 → 11/2021
    Alliant Retirement Consulting
    Houston, TX
  • 08/2016 → 04/2017
    Ajilon/Accounting Principals
    Houston, TX
  • 09/2018 → 11/2021
    Cetera Advisor Networks
    El Segundo, CA
  • 11/2021 → 12/2021
    Lockton Companies, Llc
    Houston, TX
  • 11/2021 → 12/2021
    Lockton Investment Securities, Llc
    Houston, TX
  • 11/2021 → 12/2021
    Lockton Investment Advisors, Llc
    Houston, TX
  • 12/2021 → Present
    Creative Planning, Llc
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-02
S63 Uniform Securities Agent State Law Examination 2019-01-04
  • S65 Uniform Investment Adviser Law Examination
    2022-03-02
  • S63 Uniform Securities Agent State Law Examination
    2019-01-04
Other Names
  • Jolene Aguilar
  • Jolene Aguilar
  • Jolene Alex Aguilar

View on SEC IAPD

More in Houston, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor