Jonathan Colby Winslow

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

• 03/2015 → 11/2017
  Water Oak Advisors Llc
  Winter Park, FL
• 11/2017 → Present
  Creative Planning
  Overland Park, KS

Previous Registrations

• 2015-04-06 → 2017-11-07
  Water Oak Advisors, Llc
  Winter Park, FL
• 2015-01-05 → 2015-04-16
  Onedigital
  Winter Park, FL
  Overland Park, KS
• 2013-10-28 → 2015-04-02
  Independent Financial Partners
  Winterpark, FL
• 2011-08-10 → 2015-04-01
  Lpl Financial Llc
  Winter Park, FL
• 2011-03-04 → 2011-04-01
  Jackson Wealth Management, Llc
  Heathrow, FL

Other Businesses

Winslow Financial Services, LLC, Altamonte Springs, FL - Not Investment Related. Position: Owner, Tax Preparation. Start Date: January 2015. Approximately 4 hours per month, none during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2011-08-06

Designations

• Certified Financial Planner