Jason Riley Maddox

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

• 10/2019 → 02/2020
  Td Ameritrade
  Omaha, NE
• 06/2015 → 08/2019
  Dominos Pizza
  Manhattan, KS
• 07/2020 → 08/2021
  Dominos
  Lawrence, KS
• 10/2021 → 04/2024
  Girard Capital Managemenet
  Lawrenced, KS
• 06/2024 → Present
  Creative Planning, Llc
  Overland Park, KS
• 02/2020 → 07/2020
  Unemployed
  Omaha, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-11