Jonathan E. Barton

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

• 02/2024 → Present
  Creative Planning, Llc
  Overland Park, KS
• 05/2021 → 12/2023
  University Of Central Missouri
  Warrensburg, MO
• 02/2023 → 04/2023
  Creative Planning, Llc
  Overland Park, KS
• 08/2022 → 02/2023
  Empire Enterprise
  Olathe, KS
• 05/2022 → 08/2022
  The Swap Club
  Olathe, KS
• 08/2016 → 07/2020
  Olathe West High School
  Olathe, KS
• 08/2020 → 05/2021
  Johnson County Community College
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-28