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Ealing Jahn

Creative Planning

Mesa, AZ

Overland Park, KS

CRD 3104353

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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
TX RA APPROVED_RES 2019-02-06
AZ RA APPROVED 2014-03-26
  • TX RA
    APPROVED_RES
    Since 2019-02-06
  • AZ RA
    APPROVED
    Since 2014-03-26

Branch Locations

Mesa, AZ • 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
Creative Planning Overland Park KS 02/2014 Present
Previous Registrations
Other Businesses

OAA#: 3695 | ORG NAME:RENTAL HOME | ORG ADDR:GILBERT, AZ, US | NATURE OF BUS:RENTAL HOME | INVST REL:N | TITLE:HOME OWNER | DUTIES:FIND RENTER, COLLECT RENT, AND PERFORM MINOR REPAIRS TO THE HOME. | START DT:03/18/2010 | TOTAL HRS P/M:5 | SEC TRDNG HRS P/M:1

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-08-24
  • S66 Uniform Combined State Law Examination
    1998-08-24
Designations
  • Certified Financial Planner
Other Names
  • Ealing Jahn

View on SEC IAPD

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