Jason Robert Guehl

Current Employers

Creative Planning

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2012-04-16

CA RA
APPROVED

Since 2012-04-16

Branch Locations

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

Walnut Creek, CA • United States

1331 N. California Boulevard, Suite 100, Walnut Creek, CA 94596 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Creative Planning	Fremont	CA	04/2012	Present

04/2012 → Present

Creative Planning

Fremont, CA

Previous Registrations

2011-12-01 → 2011-12-14

Paragon Financial Partners

Woodland Hills, CA
2001-08-03 → 2010-12-01

Strategic Advisers Llc

Woodland Hills, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-10-24
S66	Uniform Combined State Law Examination	2001-07-19
S63	Uniform Securities Agent State Law Examination	2000-06-07

S65 Uniform Investment Adviser Law Examination

2025-10-24
S66 Uniform Combined State Law Examination

2001-07-19
S63 Uniform Securities Agent State Law Examination

2000-06-07

View on SEC IAPD

Current Employers

Creative Planning

Disclosures

Employment History

Previous Registrations

Exams

Other Firms

Other Investors

Other Offices

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