Jason Edmonds Email & Phone Number
Managing Director, Partner @ Creative Planning
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Jason Edmonds Location
- Lawrence, KS, US
Jason Edmonds Work
- 2024 - now Managing Director, Partner @
- 2013 - 2024 Financial Advisor and Principal @ Edmonds Duncan Registered Investment Advisors
- 2005 - 2013 Vice President and Senior Portfolio Manager @
- 2000 - 2005 Vice President - Financial Advisor @
- 1995 - 2000 Investment Executive @
Jason Edmonds Education
- The University of Kansas
Bachelor of Arts (B.A.) (Business/Corporate Communications)
1987 - 1991
Jason Edmonds Skills
- Investments
- Investment Management
- Financial Planning
- Financial Services
- Retirement Planning
- Retirement Plan Consulting
- Qualified Retirement Plans
- Retirement Income Strategies
- Stock Market
- Fixed Income
- Municipal Bonds
- Asset Management
- Asset Allocation
- Financial Advisory
- Investment Advisory Services
- Investment Advisory
- Equities
- Portfolio Management
- Portfolio Optimization
- Model Portfolios
- Portfolio Performance Analysis
- Investment Portfolio
- Wealth Management
- Wealth
- Wealth Management Services
- Wealth Preservation Planning
- Wealth Transfer
- Intergenerational Wealth Transfer
- Wealth Accumulation
- Multi-generational wealth transfer
- Tax-advantaged Investment Strategies
- Estate Planning
- Charitable Trusts
- Charitable Gift Planning
- Charitable Remainder Trusts
- IRAs
- Roth IRA
- Traditional IRA
- Simple IRA
- Self Directed IRA
- Private Foundations
- Endowment Funds
- family foundations
- Institutional Investments
- Institutional investment management
- College Savings Plans
- College Funding Strategies
- Financial Goals
- Risk Management
- Personal Finance
- Microsoft Office
- Management
- Business Development
- Customer Service
- Tax Advantaged Investment Strategies
- Integration
- Multi Generational Wealth Transfer
- Program Management
Jason Edmonds Summary
- Jason Edmonds, based in Lawrence, KS, US, is currently a Managing Director, Partner at Creative Planning. Jason Edmonds brings experience from previous roles at Edmonds Duncan Registered Investment Advisors, Morgan Stanley, Robert W. Baird & Co. and Piper Jaffray. Jason Edmonds holds a 1987 - 1991 Bachelor of Arts (B.A.) in Business/Corporate Communications @ The University of Kansas. With a robust skill set that includes Investments, Investment Management, Financial Planning, Financial Services, Retirement Planning and more. Jason Edmonds has 2 emails and 1 mobile phone numbers on RocketReach.
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