Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Edmonds is a financial advisor at Creative Planning. Jason has been in the industry since April 1996 and holds a Series 7, Series 63 and Series 65 licenses. Jason is registered with the state of Kansas. He is also registered with FINRA. Jason has worked with many firms, including Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Robert W. Baird & Co. Incorporated and U.S. Bancorp Piper Jaffray Inc. Jason has a variety of experience, including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
10/04/2024 - Present
Creative Planning (OVERLAND PARK KS)
KS
06/01/2009 - 09/06/2013
MORGAN STANLEY (LAWRENCE KS)
KS
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LAWRENCE KS)
KS
04/22/2005 - 04/02/2007
MORGAN STANLEY DW INC. (LAWRENCE KS)
WI
10/08/1999 - 04/26/2005
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MN
04/30/1996 - 10/28/1999
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 05/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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