John Mack Majors
Investment adviser representative at Creative Planning Institutional Advisors, LLC
15 yearsExperience
2 statesRegistered in
CFADesignation
$37.5BFirm assets
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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.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Creative Planning, LLCJan 2026 to now
- Sageview Private Client Group, LLC (fka Rpc Private Client GroupDec 2012 to now
- Creative Planning Institutional Advisors, LLCDec 2011 to now
- Cetera Investment Advisers LLCJun 2023 to Jan 2026
- Cetera Wealth Services, LLCJan 2013 to Jan 2026
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 2 states (NJ, TN).
Creative Planning Institutional Advisors, LLC
$37.5BAssets managed
915Clients
95Advisers
21 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
- 4375193
- Firm CRD
- 126777