Harlan Jason Shulevitz
Investment adviser representative at Creative Planning
10 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$295.6BFirm 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.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Creative Planning, LLCOct 2024 to now
- Parcion Private Wealth LLCNov 2023 to Sep 2024
- Charles Schwab BankNov 2017 to Oct 2023
- Charles Schwab & Co., Inc.Jun 2016 to Oct 2023
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6336369
- Firm CRD
- 105348