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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst24 years in industry

JEFFREY RICHARD PORTER

Advisor at CREATIVE PLANNING

MCLEAN, VA | OVERLAND PARK, KS

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 7, 2003 to Sep 15, 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: Feb 14, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S66
First exam: Feb 14, 2002
First registration: Jan 7, 2003
Dual registered: no
Other names: JEFF PORTER
IAPD individual key: 4490907

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	Apr 19, 2021	n/a	yes	MCLEAN, VA\|OVERLAND PARK, KS	Current employment
CAPITOL SECURITIES MANAGEMENT, INC.	Independent wealth	Jan 10, 2008	Dec 23, 2009	no	HICKORY, NC\|GLEN ALLEN, VA\|MCLEAN, VA\|MCLEAN, VA\|GLEN ALLEN, VA\|MCLEAN, VA	Previous registration
SBSB FINANCIAL ADVISORS	Former SEC adviser	Mar 16, 2006	Apr 13, 2021	no	MCLEAN, VA\|MCLEAN, VA	Previous registration
JOHNSTON LEMON ASSET MANAGEMENT INC	Former SEC adviser	Jan 7, 2003	Mar 29, 2004	no	WASHINGTON, DC	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
SBSB FINANCIAL ADVISORS	CAPITOL SECURITIES MANAGEMENT, INC.	Apr 13, 2021	Jan 10, 2008	-4,842	Firm change after gap	Other
CAPITOL SECURITIES MANAGEMENT, INC.	CREATIVE PLANNING	Dec 23, 2009	Apr 19, 2021	4,135	Firm change after gap	Other
JOHNSTON LEMON ASSET MANAGEMENT INC	SBSB FINANCIAL ADVISORS	Mar 29, 2004	Mar 16, 2006	717	Firm change after gap	Other

Relationships

Registered with (4)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Apr 19, 2021 to presentfactForm ADV
→ SBSB FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Mar 16, 2006 to Apr 13, 2021factForm ADV
→ CAPITOL SECURITIES MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 10, 2008 to Dec 23, 2009factForm ADV
→ JOHNSTON LEMON ASSET MANAGEMENT INCRegistered adviserregistration: previous registration
Jan 7, 2003 to Mar 29, 2004factForm ADV

Dated events

No dated event names this entity yet.