# JASON STEWART DOHRMAN

JASON STEWART DOHRMAN is an investment adviser representative (IAR) with state registration records since 2003, appearing at 7 firms. Currently registered with CREATIVE PLANNING, LLC.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CREATIVE PLANNING, LLC](https://search.stillhousedata.com/firm/105348) | 2023-08-29 | present | Yes |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2014-06-02 | 2017-11-15 | — |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2012-01-03 | 2014-06-03 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2009-03-31 | 2011-12-31 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2008-07-30 | 2009-03-12 | — |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2005-12-19 | 2008-04-10 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2005-05-20 | 2005-12-15 | — |
| [MSI FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14251) | 2003-01-10 | 2004-03-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4392411)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4392411.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.