# JEFFREY PAUL MCDERMOTT

JEFFREY PAUL MCDERMOTT is an investment adviser representative (IAR) with state registration records since 2014, appearing at 3 firms. Currently registered with CREATE WEALTH FINANCIAL PLANNING LLC.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WEALTH MODE FINANCIAL PLANNING, LLC](https://search.stillhousedata.com/firm/284136) | 2022-06-22 | 2023-09-05 | — |
| [CREATE WEALTH FINANCIAL PLANNING LLC](https://search.stillhousedata.com/firm/311758) | 2021-03-05 | present | Yes |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2014-12-22 | 2020-11-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4731169)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4731169.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.