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Jason Robert Pugh

Creative Planning

Overland Park, KS

CRD 6923305

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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:

Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-12-16
  • KS RA
    APPROVED
    Since 2024-12-16

Branch Locations

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
Creative Planning, Llc Overland Park KS 10/2024 Present
Pickleman's Gourmet Cafe Lawrence KS 09/2014 07/2017
Ss&C Kansas City MO 08/2017 12/2018
Ryan Transportation Overland Park KS 01/2019 09/2024
University Of Kansas Lawrence KS 08/2013 12/2016
  • 10/2024 → Present
    Creative Planning, Llc
    Overland Park, KS
  • 09/2014 → 07/2017
    Pickleman's Gourmet Cafe
    Lawrence, KS
  • 08/2017 → 12/2018
    Ss&C
    Kansas City, MO
  • 01/2019 → 09/2024
    Ryan Transportation
    Overland Park, KS
  • 08/2013 → 12/2016
    University Of Kansas
    Lawrence, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-14
  • S65 Uniform Investment Adviser Law Examination
    2024-12-14

View on SEC IAPD

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Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

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