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JE

John P. Evans

CREATIVE PLANNING INSTITUTIONAL ADVISORS
Fulton, MD 20759
Some features on this profile are disabled
CRD#: 4169265
JE
John Phillip Evans IICREATIVE PLANNING INSTITUTIONAL ADVISORS

Professional summary

John Phillip Evans II, who also goes by Jack Evans, John Phillip Evans II, is a registered financial advisor currently at CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC located in Fulton, Maryland.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. John has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Jack Evans | John Phillip Evans Ii

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP - CRD#4169265 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE/MANAGING DIRECTOR START DATE: 11/2006 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ASSET MANAGEMENT, 401K CONSULTING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Phillip Evans II's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 24, 2007 - Present

CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC

Office #1: 8115 Maple Lawn Blvd Suite 350, Fulton, MD 20759
RIA
CRD#: 126777
Fulton, MD
Past

January 12, 2006 - December 15, 2025

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
FULTON, MD
Past

February 7, 2002 - February 2, 2004

MMC SECURITIES LLC

RIA
CRD#: 103846
ATLANTA, GA
Past

July 13, 2001 - February 2, 2004

MMC SECURITIES LLC

BD
CRD#: 103846
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC
401K BFS GROUP, LLC | SAGEVIEW RETIREMENT PLAN CONSULTANTS, INC. | SAGEVIEW GLOBAL PENSIONS, LLC | SAGEVIEW ADVISORY GROUP, LLC | RELATIONAL ADVISORS | CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC, LLC | CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC

CRD#: 126777 / SEC#: 801-64265

RIA
Registered Investment Advisory firm - (5/31/2005 Approved)
California
Registered Investment Advisory firm - (6/7/2005 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(4/21/2021)
IAR
California
(1/24/2007)
IAR
Florida
(1/13/2025)
IAR
Maryland
(7/10/2009)
IAR
New Jersey
(6/12/2012)

Exams

What does exam status mean?
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 1/23/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 7/13/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 6
Status Unavailable
Passed: 7/12/2001
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CP
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC
401K BFS GROUP, LLC | SAGEVIEW RETIREMENT PLAN CONSULTANTS, INC. | SAGEVIEW GLOBAL PENSIONS, LLC | SAGEVIEW ADVISORY GROUP, LLC | RELATIONAL ADVISORS | CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC, LLC | CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC

CRD#: 126777 / SEC#: 801-64265

RIA
Registered Investment Advisory firm - (5/31/2005 Approved)
California
Registered Investment Advisory firm - (6/7/2005 Terminated)
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Contact information

Main Address
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660
Mailing Address
Phone number
(800) 814-8742
Established
Firm type
Fiscal year end
# of Employees
195

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC ADV PART 2A (8/25/2026)

Regulatory assets under management

Total Number of Accounts1,301
AUM (Assets Under Management)$ 37,502,470,791

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC

CRD#: 126777Fulton, MD 20759

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