Jeffrey Samuel Stolper

Current Employers

Employment History

• 10/2015 → Present
  Creative Planning
  Overland Park, KS

Other Businesses

1.) Border Brewing Company, LLC, Not investment related, Kansas City, MO, Beer Brewing, Passive Investor. Start date of relationship: 09/11/2013, Number of hours devoted to business per month: 1 hour, Number of hours devoted during securities trading hours: 0, Help with basic bookkeeping questions as well as financial issues. 2.) Jewish Family Services, Not investment related, Overland Park, Kansas, Non-profit helping individuals and families in need, President - Board of Directors. Start date of relationship: 10/2023, Number of hours devoted to business per month: 10, Number of hours devoted during securities trading hours: 2, Oversight of organization. 3.) Tax Return preparation for family and friends, Not investment related business, Overland Park, Kansas, Tax Return Preparation, Owner. Start date of relationship:02/2011, Number of hours devoted to business per month: 2, Number of hours during securities trade hours: 0, Prepare a few tax returns a year for family members and friends. 4.) The Temple, Congregation B'nai Jehudah, Not investment related, Overland Park, KS. Endowment Committee Member. Start date of relationship: 7/2019. Number of hours devoted per month: 1, Number of hours during securities trade hours: 0. Oversee managers of endowment and building funds. 5.) Blue Duck Holdings, LLC; not investment related; Overland Park, KS; Owner; state date 7/1/20; 1 hour per month 0 during trading; No day to day involvement, entity used to purchase commercial building in Kansas City MO. 6.) Pathway Financial Education; not investment related; Overland Park, KS; Director; Non-profit educational services; Start date 1/2021. Ten hours worked total per month and will be during trading hours;

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-02-04

Designations

Other Names

• Jeffery Samuel Stolper