Best Investors Account Sign in
Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-10-26
KS RA APPROVED 2021-10-25
  • TX RA
    APPROVED_RES
    Since 2021-10-26
  • KS RA
    APPROVED
    Since 2021-10-25

Branch Locations

5440 West 110Th St. , Overland Park, KS 66211 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
U.S. Navy Reserves Oak Harbor WA 12/2013 Present
Delta Air Lines Seattle WA 02/2016 Present
Allworth Financial, L.P. Sacramento CA 01/2020 10/2021
Creative Planning, Llc Overland Park KS 10/2021 Present
  • 12/2013 → Present
    U.S. Navy Reserves
    Oak Harbor, WA
  • 02/2016 → Present
    Delta Air Lines
    Seattle, WA
  • 01/2020 → 10/2021
    Sacramento, CA
  • 10/2021 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Other Businesses

I*931 FOR PROFIT OR NOT FOR PROFIT: GOVERNMENTAL OR PUBLIC PURPOSE ENTITY NAME OF OUTSIDE BUSINESS ORGANIZATION: U.S. NAVY INVESTMENT RELATED: N ADDRESS OF BUSINESS: 3740 N CHARLES PORTER RD, OAK HARBOR, WASHINGTON 98278 NATURE OF BUSINESS: NAVY E/A-18G TRAINING SQUADRON, COMPENSATION FOR ACTIVITY: Y POSITION, TITLE, ASSOCIATION: NAVY RESERVIST, START DATE OF RELATIONSHIP: 12/1/2013 NUMBER OF HOURS DEVOTED: 20 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: INSTRUCTOR PILOT Delta Airlines; not investment related; Pilot (limited flying duties as a first officer); start date 10.10.23; 20 hours per month/0 hours during trading Merge Enterprises; Overland Park, KS; not investment related; Public Speaking; start date 9.1.23; 5 hours per month/ 0 hours per month during trading; Give motivational talks to interested groups.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-23
  • S66 Uniform Combined State Law Examination
    2014-09-23
Designations
Other Names
  • Jesse Michael Reed

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Overland Park, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor