Jason Edmonds

Jason Edmonds Email and Phone Number

Managing Director, Partner @ Creative Planning
overland park, kansas, united states
Jason Edmonds's Location
Lawrence, Kansas, United States, United States
Jason Edmonds's Contact Details

Jason Edmonds personal email

n/a
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

Jason Edmonds's Current Company Details
Creative Planning

Creative Planning

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Managing Director, Partner
overland park, kansas, united states
Website:
creativeplanning.com
Employees:
631
Jason Edmonds Work Experience Details
  • Creative Planning
    Managing Director, Partner
    Creative Planning Oct 2024 - Present
    Lawrence, Kansas, United States
    View
  • Edmonds Duncan Registered Investment Advisors
    Financial Advisor & Principal
    Edmonds Duncan Registered Investment Advisors Sep 2013 - Oct 2024
    Lawrence, Kansas Area
    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. ​
  • Morgan Stanley
    Vice President & Senior Portfolio Manager
    Morgan Stanley Apr 2005 - Aug 2013
    Lawrence, Kansas
    Senior Portfolio Manager, Financial Advisor
    View
  • Robert W. Baird & Co.
    Vice President - Financial Advisor
    Robert W. Baird & Co. Oct 2000 - Apr 2005
    Lawrence, Kansas Area
    Vice President, Investment Advisor
    View
  • Piper Jaffray
    Investment Executive
    Piper Jaffray Feb 1995 - Oct 2000
    Kansas City, Missouri Area
    Investment Executive and Institutional Municipal Bond Dealer
    View

Jason Edmonds Skills

Investments Investment Management Financial Planning Financial Services Retirement Planning Retirement Plan Consulting Qualified Retirement Plans Retirement Income Strategies Stock Market Fixed Income Municipal Bonds Asset Management Asset Allocation Financial Advisory Investment Advisory Services Investment Advisory Equities Portfolio Management Portfolio Optimization Model Portfolios Portfolio Performance Analysis Investment Portfolio Wealth Management Wealth Wealth Management Services Wealth Preservation Planning Wealth Transfer Intergenerational Wealth Transfer Wealth Accumulation Multi Generational Wealth Transfer Tax Advantaged Investment Strategies Estate Planning Charitable Trusts Charitable Gift Planning Charitable Remainder Trusts Iras Roth Ira Traditional Ira Simple Ira Self Directed Ira Private Foundations Endowment Funds Family Foundations Institutional Investments Institutional Investment Management College Savings Plans College Funding Strategies Financial Goals Risk Management Personal Finance

Jason Edmonds Education Details

Frequently Asked Questions about Jason Edmonds

What company does Jason Edmonds work for?

Jason Edmonds works for Creative Planning

What is Jason Edmonds's role at the current company?

Jason Edmonds's current role is Managing Director, Partner.

What is Jason Edmonds's email address?

Jason Edmonds's email address is ja****@****can.com

What is Jason Edmonds's direct phone number?

Jason Edmonds's direct phone number is +178585*****

What schools did Jason Edmonds attend?

Jason Edmonds attended The University Of Kansas.

What are some of Jason Edmonds's interests?

Jason Edmonds has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Politics, Education, Environment, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief.

What skills is Jason Edmonds known for?

Jason Edmonds has skills like Investments, Investment Management, Financial Planning, Financial Services, Retirement Planning, Retirement Plan Consulting, Qualified Retirement Plans, Retirement Income Strategies, Stock Market, Fixed Income, Municipal Bonds, Asset Management.

Who are Jason Edmonds's colleagues?

Jason Edmonds's colleagues are Tamara Burton, Thomas W. Mooney, Mba, Cfp®, John Whitsitt, Mark Henke, Jd Cfp®, Lindsay Peoples, Juan Grau, Cpa, Justin Bogardus, Mba, Cfp®.

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