Investment Operations Manager
Current
Sep 2024 - Present
AeroLeads people directory · profile
Jacob Stone Email & Phone Number
Investment Operations Manager at Creative Planning
at
Creative Planning
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Operations Manager at Creative Planning
Location
Kansas City, Missouri, United States
Company size
Who is Jacob Stone? Overview
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Quick answer
Jacob Stone is listed as Investment Operations Manager at Creative Planning at Creative Planning, a company with 631 employees, based in Kansas City, Missouri, United States. AeroLeads shows a matched LinkedIn profile for Jacob Stone.
Jacob Stone previously worked as Investment Operations Manager at Creative Planning and Insurance Assistant at Goodman Gravley Insurance Source. Jacob Stone holds Bachelor'S Degree, Finance, General from The University Of Kansas.
Company email context
Email format at Creative Planning
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Creative Planning
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Profile bio
About Jacob Stone
Recent graduate from The University of Kansas with a Bachelor’s degree in Finance.
Current workplace
Jacob Stone's current company
Company context helps verify the profile and gives searchers a useful next step.
Creative Planning
5 roles
Jacob Stone work experience
A career timeline built from the work history available for this profile.
Insurance Assistant
Jun 2023 - Aug 2023
Caddy
May 2017 - May 2023
Sales Floor Team Member
Nov 2019 - Jan 2021
Busser
Sep 2017 - Sep 2018
Team & coworkers
Colleagues at Creative Planning
Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →
MA
Michael Alan Konzen Cfp®
Colleague at Creative Planning
Greater Houston, United States
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NS
Nic Santana, Cfp®, Cfa
Colleague at Creative Planning
Greater Tampa Bay Area, United States
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CJ
Carlos J.F. Lopez, Mba, Cfp®
Colleague at Creative Planning
Bellevue, Washington, United States, United States
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MV
Mark Vater, Cfp®
Colleague at Creative Planning
Leawood, Kansas, United States, United States
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KM
Kayla Mauk
Colleague at Creative Planning
Des Moines Metropolitan Area, United States
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JS
Jared Stubbs
Colleague at Creative Planning
Centerville, Utah, United States, United States
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BA
Bryce Ainslie
Colleague at Creative Planning
Overland Park, Kansas, United States, United States
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BJ
Brad Johnston
Colleague at Creative Planning
United States, United States
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DQ
Darrell Quam Crps®
Colleague at Creative Planning
Broomfield, Colorado, United States, United States
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ME
Marjorie Edenfield, Cfp® Cdfa®
Colleague at Creative Planning
Atlanta, Georgia, United States, United States
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Michael Alan Konzen Cfp®
Colleague at Creative Planning
Greater Houston, United States
View →
NS
Nic Santana, Cfp®, Cfa
Colleague at Creative Planning
Greater Tampa Bay Area, United States
View →
CJ
Carlos J.F. Lopez, Mba, Cfp®
Colleague at Creative Planning
Bellevue, Washington, United States, United States
View →
MV
Mark Vater, Cfp®
Colleague at Creative Planning
Leawood, Kansas, United States, United States
View →
KM
Kayla Mauk
Colleague at Creative Planning
Des Moines Metropolitan Area, United States
View →
JS
Jared Stubbs
Colleague at Creative Planning
Centerville, Utah, United States, United States
View →
BA
Bryce Ainslie
Colleague at Creative Planning
Overland Park, Kansas, United States, United States
View →
BJ
Brad Johnston
Colleague at Creative Planning
United States, United States
View →
DQ
Darrell Quam Crps®
Colleague at Creative Planning
Broomfield, Colorado, United States, United States
View →
ME
Marjorie Edenfield, Cfp® Cdfa®
Colleague at Creative Planning
Atlanta, Georgia, United States, United States
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1 education record
Jacob Stone education
FAQ
Frequently asked questions about Jacob Stone
Quick answers generated from the profile data available on this page.
What company does Jacob Stone work for?
Jacob Stone works for Creative Planning.
What is Jacob Stone's role at Creative Planning?
Jacob Stone is listed as Investment Operations Manager at Creative Planning at Creative Planning.
Where is Jacob Stone based?
Jacob Stone is based in Kansas City, Missouri, United States while working with Creative Planning.
What companies has Jacob Stone worked for?
Jacob Stone has worked for Creative Planning, Goodman Gravley Insurance Source, Bellerive Country Club, Target, and Vivianos Festa Italiano.
Who are Jacob Stone's colleagues at Creative Planning?
Jacob Stone's colleagues at Creative Planning include Michael Alan Konzen Cfp®, Nic Santana, Cfp®, Cfa, Carlos J.F. Lopez, Mba, Cfp®, Mark Vater, Cfp®, and Kayla Mauk.
How can I contact Jacob Stone?
You can use AeroLeads to view verified contact signals for Jacob Stone at Creative Planning, including work email, phone, and LinkedIn data when available.
What schools did Jacob Stone attend?
Jacob Stone holds Bachelor'S Degree, Finance, General from The University Of Kansas.
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