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RIA / WealthAdvisor28 years in industry

JAIMESON MARTIN SMITH

Advisor at CREATIVE PLANNING

Fort Worth, TX | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:74e0065f-daf2-0a62-7fd8-57688894d0fd

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 2, 2001 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: Nov 25, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Nov 25, 1997
First registration: Jul 2, 2001
Dual registered: no
IAPD individual key: 2973461

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 22, 2024	n/a	yes	OVERLAND PARK, KS\|Fort Worth, TX	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Aug 27, 2020	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jul 6, 2001	Jul 13, 2018	no	ATLANTA, GA\|DUNWOODY, GA\|ALBUQUERQUE, NM\|ALBUQUERQUE NM 87110, NM\|ATLANTA, GA\|WESTLAKE, TX\|ATLANTA, GA	Previous registration
FIDELITY PERSONAL TRUST COMPANY, FSB	n/a	Jul 2, 2001	Mar 28, 2007	no	WESTLAKE, TX	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
FIDELITY PERSONAL AND WORKPLACE ADVISORS	CREATIVE PLANNING	Aug 27, 2020	Apr 22, 2024	1,334	Firm change after gap	Ibd to RIA
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
FIDELITY PERSONAL TRUST COMPANY, FSB	STRATEGIC ADVISERS LLC	Mar 28, 2007	Jul 6, 2001	-2,091	Firm change after gap	Other

Relationships

Registered with (4)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Apr 22, 2024 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Aug 27, 2020factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jul 6, 2001 to Jul 13, 2018factForm ADV
→ FIDELITY PERSONAL TRUST COMPANY, FSBRegistered adviserregistration: previous registration
Jul 2, 2001 to Mar 28, 2007factForm ADV

Dated events

No dated event names this entity yet.