Jason Preston
Portfolio Manager-Equities at Creative Planning LLC
Profile
Jason Robert Preston is currently a Wealth Manager at Creative Planning LLC since 2012.
Prior to this, he worked as a Principal at H&R Block, Inc. and TD Waterhouse Securities, Inc. He completed his undergraduate degree from the University of Missouri-Kansas City in 1999.
Jason Preston active positions
| Companies | Position | Start |
|---|---|---|
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 | 2012-02-29 |
Former positions of Jason Preston
| Companies | Position | End |
|---|---|---|
| H&R BLOCK, INC. | Corporate Officer/Principal | - |
| TD Waterhouse Securities, Inc. | Corporate Officer/Principal | - |
Training of Jason Preston
| University of Missouri-Kansas City | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| H&R BLOCK, INC. | Consumer Services |
| Private companies | 2 |
|---|---|
| TD Waterhouse Securities, Inc. | |
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 |
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