Jeffrey P. Mcdermott
Professional summary
Jeffrey Paul Mcdermott, CFP®, who also goes by Jeff Paul Mcdermott, is a registered financial advisor currently at CREATE WEALTH FINANCIAL PLANNING LLC located in Saint Johns, Florida.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jeffrey has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Paul Mcdermott's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
March 5, 2021 - Present
CREATE WEALTH FINANCIAL PLANNING LLC
June 22, 2022 - September 5, 2023
WEALTH MODE
December 22, 2014 - November 13, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
November 18, 2014 - November 13, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
February 8, 2005 - November 12, 2014
SCOTTRADE, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/5/2021)
(3/23/2021)
Exams
Current Firm
CREATE WEALTH FINANCIAL PLANNING LLC
CRD#: 311758 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 107 |
| AUM (Assets Under Management) | $ 13,908,270 |
Red Flags
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