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Jacob Samuel Oshaughnessy

Creative Planning Institutional Advisors, LLC

Newport Beach, CA

Portland, OR

CRD 3225071

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Employer firm

Creative Planning Institutional Advisors, LLC CRD 126777

$37.5B regulatory AUM 1,732 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Creative Planning Institutional Advisors, Llc

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2016-04-13
  • OR RA
    APPROVED
    Since 2016-04-13

Branch Locations

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

650 Ne Holladay St. Ste 1600, Portland, OR 97232 • 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 Institutional Advisors, Llc Newport Beach CA 04/2016 Present
Previous Registrations
  • 2010-12-16 → 2016-06-10
    Arnerich Massena, Inc.
    Portland, OR
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-05-12
  • S63 Uniform Securities Agent State Law Examination
    1999-05-12

View on SEC IAPD

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