Jennifer Lynn Burleson

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

• 01/2022 → Present
  Creative Planning, Llc
  Des Peres, MO
• 03/2021 → 12/2021
  Paradigm Financial Advisors
  Des Peres, MO
• 04/2004 → 03/2021
  State Farm
  Earth City, MO

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Jennifer Lynn Platz