Jason Preston
Portfolio Manager-Aktien bei Creative Planning LLC
Profil
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.
Aktive Positionen von Jason Preston
| Unternehmen | Position | Beginn |
|---|---|---|
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-Aktien | 01.03.2012 |
Ehemalige bekannte Positionen von Jason Preston
| Unternehmen | Position | Ende |
|---|---|---|
| H&R BLOCK, INC. | Corporate Officer/Principal | - |
| TD Waterhouse Securities, Inc. | Corporate Officer/Principal | - |
Ausbildung von Jason Preston
| University of Missouri-Kansas City | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Börsennotierte Unternehmen | 1 |
|---|---|
| H&R BLOCK, INC. | Consumer Services |
| Private Unternehmen | 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. |
