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Jeffrey M. Juday

Creative Planning

Milton, GA

Overland Park, KS

CRD 4582640

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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:

Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-02-07
GA RA APPROVED 2014-02-24
  • TX RA
    APPROVED
    Since 2019-02-07
  • GA RA
    APPROVED
    Since 2014-02-24

Branch Locations

Milton, GA • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Creative Planning Overland Park KS 02/2014 Present
Previous Registrations
Other Businesses

OAA#: 2009 | ORG NAME:ACTING/SINGING | ORG ADDR:ATLANTA, GA, US | NATURE OF BUS:ENTERTAINMENT | INVST REL:N | TITLE:PERFORMER/ACTOR | DUTIES:PAID TO PERFORM IN CONCERTS FOR THEATRES AS WELL AS TO PLAY ROLES IN MUSICALS OR THEATRE PRODUCTIONS | START DT:08/22/2007 | TOTAL HRS P/M:3 | SEC TRDNG HRS P/M:0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-03-06
  • S66 Uniform Combined State Law Examination
    2003-03-06
Designations
  • Certified Financial Planner

View on SEC IAPD

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