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Detailed Report
JEFFREY RICHARD PORTER
JEFF PORTER
CRD#: 4490907
IA
Investment Adviser
CREATIVE PLANNINGCRD#: 105348 8444 WESTPARK DRIVE, SUITE 610
MCLEAN, VA 22102
Registration History
200420062008201020122014201620182020202220242026IACREATIVE PLANNING (CRD# 105348)2021 - Present (3 years)IASBSB FINANCIAL ADVISORS (CRD# 109732)2006 - 2021 (15 years)IACAPITOL SECURITIES MANAGEMENT,... (CRD# 14169)2008 - 2009 (1 year)IAJOHNSTON LEMON ASSET MANAGEMEN... (CRD# 109126)2003 - 2004 (1 year)
License(s)

State Registrations

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Texas 4/19/2021
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Virginia 4/19/2021
Current Registration(s)
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CREATIVE PLANNING (CRD#:105348)
8444 WESTPARK DRIVE, SUITE 610, MCLEAN, VA 22102
Registered with this firm since 4/19/2021
Previous Registration(s)
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 03/16/2006 - 04/13/2021 SBSB FINANCIAL ADVISORS (CRD#:109732) MCLEAN, VA
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 01/10/2008 - 12/23/2009 CAPITOL SECURITIES MANAGEMENT, INC. (CRD#:14169) MCLEAN, VA
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 01/07/2003 - 03/29/2004 JOHNSTON LEMON ASSET MANAGEMENT INC (CRD#:109126) WASHINGTON, DC
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.