Jack Kelly Seymour
Investment adviser representative at Creative Planning
19 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
19 years in the industry.
- Creative Planning, LLCJan 2026 to now
- Northwestern Mutual Investment Services LLCAug 2025 to Dec 2025
- Mark LeongJul 2025 to Dec 2025
- Northwestern Mutual Life Insurance CompanyAug 2024 to Feb 2025
- Interactive BrokersJun 2023 to Jul 2023
- East West CenterMar 2023 to Nov 2023
- University of Hawaii At ManoaAug 2021 to May 2025
- Island Wake Hong KongMay 2021 to Aug 2021
- Canadian International School of Hong KongAug 2007 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (HI).
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
- 7962608
- Firm CRD
- 105348