Jonathan Eugene Abdo

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

• 02/2016 → 11/2018
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 09/2016 → 11/2018
  Northwestern Mutual Investment Services Llc
  Coralville, IA
• 06/2017 → 11/2018
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 07/2023 → Present
  Creative Planning, Llc
  Overland Park, KS
• 06/2019 → 02/2023
  Ufg
  Cedar Rapids, IA
• 12/2018 → 05/2019
  Unemployed
  North Liberty, IA
• 03/2023 → 06/2023
  Unemployed
  North Liberty, IA

Other Businesses

Rental Property; Coralville, IA; not investment related; Co-owner; started 08/2021; 0 hours spent on the OBA

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-11-21

Designations

• Certified Financial Planner

Other Names

• Jonathan Eugene Abdo
• Jon Abdo