Jeffrey Paul Dowds
Investment adviser representative at Creative Planning
18 yearsExperience
1 stateRegistered in
CFP® certification, PFSDesignations
$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
18 years in the industry.
- Creative Planning, LLCDec 2025 to now
- The Marshall Financial Group, IncJun 2022 to Nov 2025
- The Exec/search GroupFeb 2022 to May 2022
- UnemployedJan 2022 to Feb 2022
- The Glenmede Trust Company, N.A.Jul 2008 to Dec 2021
Designations
- CFP® certification
- PFS
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7591288
- Firm CRD
- 105348