Jonathan Tyler Upham

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 12/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 10/2006 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
• 02/2015 → 12/2025
  Sageview Private Client Group
  Irvine, CA
• 05/2013 → Present
  Powder Capital, Llc
  Orange, CA
• 12/2025 → Present
  Creative Planning, Llc
  Heber City, UT

Previous Registrations

• 2016-03-24 → 2025-12-23
  Sageview Private Client Group, Llc
  Newport Beach, CA
• 2015-03-09 → 2015-12-31
  Sageview Private Client Group, Llc
  Newport Beach, CA

Other Businesses

1. SAGEVIEW ADVISORY GROUP, LLC, RIA REITREMENT PLAN CONSULTING; 2. 1.NAME OF OTHER BUSINESS: SAGEVIEW PRIVATE CLIENT GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE START DATE: 08/2004 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ASSET MANAGEMENT 3. NAME OF OTHER BUSINESS: POWDER CAPITAL, LLC; INVESTMENT RELATED: NO; ADDRESS: 555 N. WILDHORSE CIRCLE, ORANGE, CA 92869; NATURE OF BUSINESS: REAL ESTATE; START DATE: 05/2013; POSITION/TITLE/RELATIONSHIP: PARTNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: BUY AND SELL RESIDENTIAL AND COMMERCIAL REAL ESTATE;

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-11
• S63 Uniform Securities Agent State Law Examination
  1997-11-26

Other Names

• Jon Upham