Jaimeson Martin Smith
Investment adviser representative at Creative Planning
26 yearsExperience
1 stateRegistered in
$295.6BFirm assets
43 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Creative Planning, LLCApr 2024 to now
- Robinhood Markets, IncJun 2022 to Apr 2024
- Robinhood Financial, LLCAug 2020 to Apr 2024
- Fidelity Personal and Workplace AdvisorsJul 2018 to Aug 2020
- Fidelity Brokerage Services IncAug 2000 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2973461
- Firm CRD
- 105348