Unclaimed
Jay Thomas Jasnoski is a financial advisor at Creative Planning. Jay has over 20 years of experience in the financial services industry. Jay is registered with the state of Kansas and Texas. Jay holds the Series 6, Series 7, Series 63, and Series 66 licenses. Jay is also a registered representative of Farmers Financial Solutions, LLC and VSR Financial Services, Inc. Jay provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Jay has a commitment to providing clients with personalized financial advice and guidance.
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.
1
2
KS
02/19/2019 - Present
Creative Planning (Overland Park KS)
KS
01/22/2016 - 03/07/2018
FARMERS FINANCIAL SOLUTIONS, LLC (LENEXA KS)
KS
11/02/2015 - 11/06/2015
FARMERS FINANCIAL SOLUTIONS, LLC (OVERLAND PARK KS)
KS
01/30/2007 - 10/30/2015
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
06/25/1997 - 12/20/2005
SECURITY DISTRIBUTORS, INC. (TOPEKA KS)
BOTH
Issued 11/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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