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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst14 years in industry

JEFFREY SCOTT WHITE

Advisor at CREATIVE PLANNING

San Francisco, CA | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:03f7720b-d697-d9bc-bad1-958cd682ed0f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Feb 1, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CREATIVE PLANNING
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 30, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S63|S65
First exam: Sep 30, 2011
First registration: Feb 1, 2016
Dual registered: no
IAPD individual key: 5974865

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CREATIVE PLANNING	Independent wealth	Aug 29, 2023	n/a	yes	OVERLAND PARK, KS\|San Francisco, CA	Current employment
KERA CAPITAL PARTNERS	Independent wealth	Dec 2, 2022	Jul 24, 2023	no	SAN JOSE, CA\|SAN FRANCISCO, CA	Previous registration
CREATIVE PLANNING	Independent wealth	Mar 5, 2020	Dec 5, 2022	no	San Francisco, CA\|OVERLAND PARK, KS\|San Francisco, CA	Previous registration
ADERO PARTNERS, LLC	Former SEC adviser	Oct 19, 2018	Feb 26, 2020	no	San Francisco, CA\|WALNUT CREEK, CA	Previous registration
BROUWER & JANACHOWSKI, LLC	Former SEC adviser	Feb 1, 2016	Sep 19, 2018	no	MILL VALLEY, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
KERA CAPITAL PARTNERS	CREATIVE PLANNING	Jul 24, 2023	Aug 29, 2023	36	Firm change	RIA to RIA
CREATIVE PLANNING	KERA CAPITAL PARTNERS	Dec 5, 2022	Dec 2, 2022	-3	Firm change	RIA to RIA
ADERO PARTNERS, LLC	CREATIVE PLANNING	Feb 26, 2020	Mar 5, 2020	8	Firm change	RIA to RIA
BROUWER & JANACHOWSKI, LLC	ADERO PARTNERS, LLC	Sep 19, 2018	Oct 19, 2018	30	Firm change	RIA to RIA

Relationships

Registered with (4)

→ CREATIVE PLANNINGRegistered adviserregistration: previous registration
Mar 5, 2020 to Dec 5, 2022factForm ADV
→ KERA CAPITAL PARTNERSRegistered adviserregistration: previous registration
Dec 2, 2022 to Jul 24, 2023factForm ADV
→ ADERO PARTNERS, LLCRegistered adviserregistration: previous registration
Oct 19, 2018 to Feb 26, 2020factForm ADV
→ BROUWER & JANACHOWSKI, LLCRegistered adviserregistration: previous registration
Feb 1, 2016 to Sep 19, 2018factForm ADV

Dated events

Occurred
Jul 24, 2023
Advisor changed firm
Jeffrey Scott White left Kera Capital Partners for Creative Planning (registered 2023-08-29)
Form ADVobserved 5 days ago
Occurred
Dec 5, 2022
Advisor changed firm
Jeffrey Scott White left Creative Planning for Kera Capital Partners (registered 2022-12-02)
Form ADVobserved 5 days ago