Jared Alexander Wewers

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

• 08/2012 → Present
  Vikingatc
  Colleyville, TX
• 08/2021 → 01/2024
  Sksupply
  Guilford, CT
• 06/2022 → Present
  Creative Planning, Llc
  Overland Park, KS
• 10/2024 → Present
  Include Your Pet Products, Llc
  Colleyville, TX
• 04/2023 → Present
  Swiftships, Llc
  Overland Park, KS

Other Businesses

VIKINGATC; Colleyville, TX; not investment related; Owner; Sell pre-orders for sneakers and apparel; Start date 8.1.2013; 30 hours per month/0 hours during trading SwiftShips, LLC; Overland Park, KS; not investment related; Owner; Amazon Seller; Start date 4.7.23; 20 hours per month/0 hours during trading. Include Your Pet Products, LLC; Not investment related; Colleyville, TX; Pet Products; Member; Help with the design and sales of pet products; 10/2025; 10 Hours /month; 0 Hours/month during trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-06

Designations

• Certified Financial Planner