# JESSE ESPINOZA

JESSE ESPINOZA is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with CREATIVE PLANNING, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CREATIVE PLANNING, LLC](https://search.stillhousedata.com/firm/105348) | 2016-09-26 | present | Yes |
| [WESCOM FINANCIAL SERVICES](https://search.stillhousedata.com/firm/125650) | 2011-08-30 | 2016-09-23 | — |
| [CUNA BROKERAGE SERVICES, INC.](https://search.stillhousedata.com/firm/13941) | 2007-01-22 | 2011-08-29 | — |
| [CUSO FINANCIAL SERVICES, L.P.](https://search.stillhousedata.com/firm/42132) | 2004-02-02 | 2007-01-24 | — |
| [WAMU INVESTMENTS, INC.](https://search.stillhousedata.com/firm/599) | 2003-07-24 | 2003-11-10 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2003-02-21 | 2003-07-21 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4567929)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4567929.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.