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 Jul 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 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
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{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
Company context helps verify the profile and gives searchers a useful next step.
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 →
ZH
Zeenat Hussain
Colleague at Creative PlanningGeorgetown, Texas, United States
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PG
Patrick Grindinger
Colleague at Creative PlanningLeawood, Kansas, United States
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BJ
Brigid Jones-Mook, Cfp®
Colleague at Creative PlanningLake St Louis, Missouri, United States
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SR
Shelley Ryan
Colleague at Creative PlanningWashington Dc-Baltimore Area, United States
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JS
Jeff Stolper, Cfp®, Cpa
Colleague at Creative PlanningLeawood, Kansas, United States
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JA
Jeffrey Albright
Colleague at Creative PlanningGreensboro--Winston-Salem--High Point Area, United States
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JL
Julie Long
Colleague at Creative PlanningKansas City Metropolitan Area, United States
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MS
Matthew Sander, Cpa
Colleague at Creative PlanningRochester, Minnesota, United States
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BH
Benjamin Hake, Cpa
Colleague at Creative PlanningLeawood, Kansas, United States
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WC
Will Carroll
Colleague at Creative PlanningGreenwood, Missouri, United States
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Zeenat Hussain
Colleague at Creative PlanningGeorgetown, Texas, United States
View →
PG
Patrick Grindinger
Colleague at Creative PlanningLeawood, Kansas, United States
View →
BJ
Brigid Jones-Mook, Cfp®
Colleague at Creative PlanningLake St Louis, Missouri, United States
View →
SR
Shelley Ryan
Colleague at Creative PlanningWashington Dc-Baltimore Area, United States
View →
JS
Jeff Stolper, Cfp®, Cpa
Colleague at Creative PlanningLeawood, Kansas, United States
View →
JA
Jeffrey Albright
Colleague at Creative PlanningGreensboro--Winston-Salem--High Point Area, United States
View →
JL
Julie Long
Colleague at Creative PlanningKansas City Metropolitan Area, United States
View →
MS
Matthew Sander, Cpa
Colleague at Creative PlanningRochester, Minnesota, United States
View →
BH
Benjamin Hake, Cpa
Colleague at Creative PlanningLeawood, Kansas, United States
View →
WC
Will Carroll
Colleague at Creative PlanningGreenwood, Missouri, 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 Zeenat Hussain, Patrick Grindinger, Brigid Jones-Mook, Cfp®, Shelley Ryan, and Jeff Stolper, Cfp®, Cpa.
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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