Jason Stephen Edmonds

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

• 08/2013 → 10/2024
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 08/2013 → 10/2024
  Edmonds Duncan Registered Investment Advisors, Llc
  Lawrence, KS
• 10/2024 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2013-08-30 → 2024-12-05
  Edmonds Duncan Registered Investment Advisors, Llc
  Lawrence, KS
• 2009-06-01 → 2013-09-06
  Morgan Stanley
  Lawrence, KS
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Lawrence, KS
• 2005-04-22 → 2007-04-02
  Morgan Stanley Dw Inc.
  Lawrence, KS
  Lawrence, KS
• 2000-05-31 → 2005-04-26
  Robert W. Baird & Co. Incorporated
  Lawrence, KS

Other Businesses

JMJGS LLC; Investment-related; 8101 College Blvd, Ste 130, Overland Park, KS 66210; Family LLC established to hold private direct investments and holdings; Passive limited partnership; Start 10/19/2024; 0 hours / month; 0 hours / month during securities trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-05-13
• S63 Uniform Securities Agent State Law Examination
  1996-05-06