Jason R Baugh

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

• 06/2017 → 12/2018
  Stepp & Rothwell
  Overland Park, KS
• 05/2015 → 05/2017
  Children'S Mercy Hospital
  Kansas City, MO
• 01/2019 → Present
  Creative Planning
  Overland Park, KS

Other Businesses

1)JEB Capital LLC, Bookkeeping and Property Management, Olathe, KS - Not Investment Related. Position: Owner. Start date: August 2016. Approximately 4 hrs. per month, none during trading hours. 2)RTA/Bark Productions; Kansas City, MO; Commercial Production; Not investment related; Position is Model for Commercial; start 7/21/20; 5 hours per month 0 hours during trading.

Designations

• Certified Financial Planner