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Jason Preston
Portfolio Manager-Equities at Creative Planning LLC
Jason Preston active positions
Companies | Position | Start | End |
---|---|---|---|
Creative Planning LLC
![]() Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Portfolio Manager-Equities | 01/03/2012 | - |
Career history of Jason Preston
Former positions of Jason Preston
Companies | Position | Start | End |
---|---|---|---|
H&R BLOCK, INC. | Corporate Officer/Principal | - | - |
TD Waterhouse Securities, Inc. | Corporate Officer/Principal | 01/01/1999 | - |
Training of Jason Preston
University of Missouri-Kansas City | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Corporate Officer/Principal | 2 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectoral
Consumer Services | 3 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 1 |
---|---|
H&R BLOCK, INC. | Consumer Services |
Private companies | 2 |
---|---|
Creative Planning LLC
![]() Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |
TD Waterhouse Securities, Inc. |
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