Managing Director, Partner
Current
Oct 2024 - Present
AeroLeads people directory · profile
Jason Edmonds Email & Phone Number
Managing Director, Partner
at
Creative Planning
2 work emails found
@edmondsduncan.com
3 phones found area 785
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director, Partner
Location
Lawrence, Kansas, United States
Company size
Who is Jason Edmonds? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jason Edmonds is listed as Managing Director, Partner at Creative Planning, a company with 631 employees, based in Lawrence, Kansas, United States. AeroLeads shows a work email signal at edmondsduncan.com, phone signal with area code 785, and a matched LinkedIn profile for Jason Edmonds.
Jason Edmonds previously worked as Financial Advisor & Principal at Edmonds Duncan Registered Investment Advisors and Vice President & Senior Portfolio Manager at Morgan Stanley. Jason Edmonds holds Bachelor Of Arts (B.A.), Business/Corporate Communications from The University Of Kansas.
Company email context
Email format at Creative Planning
This section adds company-level context without repeating Jason Edmonds's masked contact details.
{first}.{last}@edmondsduncan.com
89% confidence
AeroLeads found 2 current-domain work email signals for Jason Edmonds. Compare company email patterns before reaching out.
Profile bio
About Jason Edmonds
I am honored to have served as an investment advisor to clients and friends for nearly 30 years, and Creative Planning provides our clients an excellent holistic platform for personal wealth management.Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning. am
Listed skills include Investments, Investment Management, Financial Planning, Financial Services, and 46 others.
Current workplace
Jason Edmonds's current company
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Creative Planning
5 roles
Jason Edmonds work experience
A career timeline built from the work history available for this profile.
Financial Advisor & Principal
Edmonds Duncan Registered Investment Advisors
Edmonds Duncan Registered Investment Advisors is an independent, client focused, full service wealth management firm. We proactively plan and implement customized financial strategies designed to help our clients achieve financial objectives with confidence and personal service.
Sep 2013 - Oct 2024
Vice President & Senior Portfolio Manager
Senior Portfolio Manager, Financial Advisor
Apr 2005 - Aug 2013
Oct 2000 - Apr 2005
Feb 1995 - Oct 2000
Team & coworkers
Colleagues at Creative Planning
Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →
TS
Taylor Seiling, Cfp®
Colleague at Creative PlanningMclean, Virginia, United States, United States
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SK
Samuel Kruschel
Colleague at Creative PlanningMilwaukee, Wisconsin, United States, United States
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NH
Nick Hershey
Colleague at Creative PlanningGilbert, Arizona, United States, United States
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DT
David Trinder
Colleague at Creative PlanningShawnee, Kansas, United States, United States
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ZO
Zach Olson, Cfp®
Colleague at Creative PlanningMilwaukee, Wisconsin, United States, United States
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SH
Shannon Hopfinger
Colleague at Creative PlanningKansas City, Missouri, United States, United States
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ZC
Zachary Cox, Cpa
Colleague at Creative PlanningLeawood, Kansas, United States, United States
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SS
Sam Scaggs
Colleague at Creative PlanningKansas City, Missouri, United States, United States
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ML
Matt Lord
Colleague at Creative PlanningKansas City Metropolitan Area, United States
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MK
Mindy Kramer
Colleague at Creative PlanningPrinceton, Minnesota, United States, United States
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Taylor Seiling, Cfp®
Colleague at Creative PlanningMclean, Virginia, United States, United States
View →
SK
Samuel Kruschel
Colleague at Creative PlanningMilwaukee, Wisconsin, United States, United States
View →
NH
Nick Hershey
Colleague at Creative PlanningGilbert, Arizona, United States, United States
View →
DT
David Trinder
Colleague at Creative PlanningShawnee, Kansas, United States, United States
View →
ZO
Zach Olson, Cfp®
Colleague at Creative PlanningMilwaukee, Wisconsin, United States, United States
View →
SH
Shannon Hopfinger
Colleague at Creative PlanningKansas City, Missouri, United States, United States
View →
ZC
Zachary Cox, Cpa
Colleague at Creative PlanningLeawood, Kansas, United States, United States
View →
SS
Sam Scaggs
Colleague at Creative PlanningKansas City, Missouri, United States, United States
View →
ML
Matt Lord
Colleague at Creative PlanningKansas City Metropolitan Area, United States
View →
MK
Mindy Kramer
Colleague at Creative PlanningPrinceton, Minnesota, United States, United States
View →
1 education record
Jason Edmonds education
FAQ
Frequently asked questions about Jason Edmonds
Quick answers generated from the profile data available on this page.
What company does Jason Edmonds work for?
Jason Edmonds works for Creative Planning.
What is Jason Edmonds's role at Creative Planning?
Jason Edmonds is listed as Managing Director, Partner at Creative Planning.
What is Jason Edmonds's email address?
AeroLeads has found 2 work email signals at @edmondsduncan.com for Jason Edmonds at Creative Planning.
What is Jason Edmonds's phone number?
AeroLeads has found 3 phone signal(s) with area code 785 for Jason Edmonds at Creative Planning.
Where is Jason Edmonds based?
Jason Edmonds is based in Lawrence, Kansas, United States while working with Creative Planning.
What companies has Jason Edmonds worked for?
Jason Edmonds has worked for Creative Planning, Edmonds Duncan Registered Investment Advisors, Morgan Stanley, Robert W. Baird & Co., and Piper Jaffray.
Who are Jason Edmonds's colleagues at Creative Planning?
Jason Edmonds's colleagues at Creative Planning include Taylor Seiling, Cfp®, Samuel Kruschel, Nick Hershey, David Trinder, and Zach Olson, Cfp®.
How can I contact Jason Edmonds?
You can use AeroLeads to view verified contact signals for Jason Edmonds at Creative Planning, including work email, phone, and LinkedIn data when available.
What schools did Jason Edmonds attend?
Jason Edmonds holds Bachelor Of Arts (B.A.), Business/Corporate Communications from The University Of Kansas.
What skills is Jason Edmonds known for?
Jason Edmonds is listed with skills including Investments, Investment Management, Financial Planning, Financial Services, Retirement Planning, Retirement Plan Consulting, Qualified Retirement Plans, and Retirement Income Strategies.
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