Isaac Alexander Jambor
Investment adviser representative at Creative Planning
13 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
13 years in the industry.
- Creative Planning, LLCAug 2021 to now
- Mana Bar LawrenceDec 2021 to Apr 2022
- Ramen BowlsJun 2021 to Jul 2021
- DillonsMay 2019 to May 2021
- Red PepperMar 2019 to Mar 2020
- HiteaApr 2018 to Feb 2019
- House of ChaSep 2013 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 7455022
- Firm CRD
- 105348