Jay Beebe
Portfolio Manager-Equities at Creative Planning LLC
Jay Beebe 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 | 30/06/2013 | - |
Career history of Jay Beebe
Former positions of Jay Beebe
| Companies | Position | Start | End |
|---|---|---|---|
BCWM LLC
 BCWM LLC Investment ManagersFinance BCWM LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Overland Park, Kansas. The firm was founded by Richard Boyer and Mindy Corporon in 2007 as Boyer & Corporon Wealth Management LLC. BCWM provides investment management and advisory services to high net-worth individuals and families, endowments and foundations, profit sharing plans, trusts, estates, charitable organizations and corporations. | Analyst-Equity | 03/08/2011 | 03/08/2011 |
| Corporate Officer/Principal | 31/07/2011 | 29/06/2013 | |
| Sales & Marketing | 01/08/2011 | 07/08/2011 |
Training of Jay Beebe
| Oklahoma State University | Undergraduate Degree |
| University of Missouri-Kansas City | Graduate Degree |
Statistics
International
| United States | 5 |
Operational
| Analyst-Equity | 1 |
| Corporate Officer/Principal | 1 |
| Sales & Marketing | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
BCWM LLC
BCWM LLC Investment ManagersFinance BCWM LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Overland Park, Kansas. The firm was founded by Richard Boyer and Mindy Corporon in 2007 as Boyer & Corporon Wealth Management LLC. BCWM provides investment management and advisory services to high net-worth individuals and families, endowments and foundations, profit sharing plans, trusts, estates, charitable organizations and corporations. | Finance |
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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