Senior Tax Associate
Current
Aug 2024 - Present
AeroLeads people directory · profile
Jon Long Email & Phone Number
Senior Tax Associate
at
Creative Planning
2 phones found
area 785
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Senior Tax Associate
Location
Overland Park, Kansas, United States
Company size
Who is Jon Long? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jon Long is listed as Senior Tax Associate at Creative Planning, a with 631 employees, based in Overland Park, Kansas, United States. AeroLeads shows phone signal with area code 785 and a matched LinkedIn profile for Jon Long.
Jon Long previously worked as Tax Associate at Creative Planning and Mortgage Loan Originator at Centennial Lending Group. Jon Long holds Bachelor'S Of Science, Business Administration And Management, General from Kansas State University.
Company email context
Email format at Creative Planning
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Creative Planning
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Profile bio
About Jon Long
Tax Preparation for Creative Planning Tax. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.
Current workplace
Jon Long's current company
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Creative Planning
5 roles
Jon Long work experience
A career timeline built from the work history available for this profile.
Tax Associate
Jan 2023 - Aug 2024
Mortgage Loan Originator
Dec 2021 - Jan 2023
Loan Processor
Success Mortgage Partners And Centennial Lending Group
Mar 2020 - Jan 2023
Sales Associate
Baystone Government Finance
Aug 2015 - Jan 2020
Team & coworkers
Colleagues at Creative Planning
Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →
KB
Kathy Bexten
Colleague at Creative PlanningLeawood, Kansas, United States
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DV
David Vicknair, Cpa
Colleague at Creative PlanningShawnee, Kansas, United States
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RE
Robert Eckholt
Colleague at Creative PlanningLeawood, Kansas, United States
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BL
Bernadette Lawson
Colleague at Creative PlanningHavertown, Pennsylvania, United States
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JY
Jason Young, Cfp®
Colleague at Creative PlanningCharlotte, North Carolina, United States
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RG
Ryan Gee
Colleague at Creative PlanningKansas City Metropolitan Area, United States
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CT
Christian Thomas, Cfa, Cipm
Colleague at Creative PlanningEast Haddam, Connecticut, United States
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JP
Jennifer Pinkerton
Colleague at Creative PlanningHudson, Ohio, United States
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PB
Pat Brown, Mba
Colleague at Creative PlanningLawrence, Kansas, United States
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CD
Caitlin Delaney-Parrett
Colleague at Creative PlanningKansas City, Missouri, United States
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Kathy Bexten
Colleague at Creative PlanningLeawood, Kansas, United States
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DV
David Vicknair, Cpa
Colleague at Creative PlanningShawnee, Kansas, United States
View →
RE
Robert Eckholt
Colleague at Creative PlanningLeawood, Kansas, United States
View →
BL
Bernadette Lawson
Colleague at Creative PlanningHavertown, Pennsylvania, United States
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JY
Jason Young, Cfp®
Colleague at Creative PlanningCharlotte, North Carolina, United States
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RG
Ryan Gee
Colleague at Creative PlanningKansas City Metropolitan Area, United States
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CT
Christian Thomas, Cfa, Cipm
Colleague at Creative PlanningEast Haddam, Connecticut, United States
View →
JP
Jennifer Pinkerton
Colleague at Creative PlanningHudson, Ohio, United States
View →
PB
Pat Brown, Mba
Colleague at Creative PlanningLawrence, Kansas, United States
View →
CD
Caitlin Delaney-Parrett
Colleague at Creative PlanningKansas City, Missouri, United States
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1 education record
Jon Long education
FAQ
Frequently asked questions about Jon Long
Quick answers generated from the profile data available on this page.
What company does Jon Long work for?
Jon Long works for Creative Planning.
What is Jon Long's role at Creative Planning?
Jon Long is listed as Senior Tax Associate at Creative Planning.
What is Jon Long's phone number?
AeroLeads has found 2 phone signal(s) with area code 785 for Jon Long at Creative Planning.
Where is Jon Long based?
Jon Long is based in Overland Park, Kansas, United States while working with Creative Planning.
What companies has Jon Long worked for?
Jon Long has worked for Creative Planning, Centennial Lending Group, Success Mortgage Partners And Centennial Lending Group, and Baystone Government Finance.
Who are Jon Long's colleagues at Creative Planning?
Jon Long's colleagues at Creative Planning include Kathy Bexten, David Vicknair, Cpa, Robert Eckholt, Bernadette Lawson, and Jason Young, Cfp®.
How can I contact Jon Long?
You can use AeroLeads to view verified contact signals for Jon Long at Creative Planning, including work email, phone, and LinkedIn data when available.
What schools did Jon Long attend?
Jon Long holds Bachelor'S Of Science, Business Administration And Management, General from Kansas State University.
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