Matthew Jordan Pearson
Investment adviser representative at Creative Planning
11 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
11 years in the industry.
- Creative Planning, LLCSep 2025 to now
- Fidelity InvestmentsApr 2022 to Sep 2025
- Global Retirement Partners, LLCJul 2018 to Apr 2022
- LPL Financial, LLCJul 2018 to Apr 2022
- Usi Advisors, Inc.Apr 2017 to Jun 2018
- M Holdings Securities, Inc.Oct 2016 to Jun 2018
- Kibble & Prentice Holding CompanyJun 2015 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 6334906
- Firm CRD
- 105348