Jordan William Chapman

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

• 01/2025 → Present
  Creative Planning, Llc
  Overland Park, KS
• 05/2019 → 01/2025
  Pnc Bank
  Overland Park, KS
• 10/2018 → 05/2019
  Unemployed
  Lenexa, KS
• 06/2017 → 10/2018
  Smartwarehousing
  Edgerton, KS
• 01/2017 → 06/2017
  Hy-Vee
  Olathe, KS
• 07/2016 → 11/2016
  Challenger Sports
  Lenexa, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-02