Profile
Mr. James A.
DeWitt is a Chief Compliance Officer at Creative Planning, Inc. He is responsible for developing, overseeing and implementing compliance policies and procedures.
He also provides guidance and support in the areas of investments, technology and business strategy.
He received both his Bachelor's degree with a major in Finance/Economics and MBA from Rockhurst University.
Former positions of James Andrew DeWitt
Companies | Position | End |
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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. | Compliance Officer | 2017-12-21 |
Training of James Andrew DeWitt
Rockhurst University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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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 |
- Stock Market
- Insiders
- James Andrew DeWitt