Jason Andrew Woon

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

• 07/2015 → 01/2021
  Iron Financial
  Northbrook, IL
• 01/2021 → Present
  Creative Planning, Inc.
  Overland Park, KS

Previous Registrations

• 2015-07-28 → 2021-01-04
  Iron Financial Llc
  Alameda, CA
  Northbrook, IL
• 2009-06-02 → 2019-05-24
  Wespac Advisors, Llc
  Orinda, CA
• 2005-11-17 → 2008-01-29
  Waddell & Reed
  Concord, CA

Other Businesses

Magnificent Six, LLC; Alameda, CA; is investment related; Member Owner of the LLC that investments in rental property; start 5.19.19; O hours devoted to the business. Woon Family Properties 1; Alameda, CA; is investment related; Owner in rental property; start 7.1.06; 5 hours per month/O during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-09-19