Jay Beebe

Portfolio Manager-Equities at

Creative Planning LLC

Consumer Services

Finance

Profile

Mr. Jay M.
Beebe is a Partner & Private Wealth Manager at Creative Planning LLC.
He is working with clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Prior to joining Creative Planning, Mr. Beebe was a wealth advisor with an independent RIA, where he also served on the firm’s investment committee and acted as the lead on tax and insurance planning issues.
He earned his Bachelor of Science degree in finance from Oklahoma State University and his Master of Science degree in accounting from the University of Missouri-Kansas City.

Jay Beebe active positions

Companies	Position	Start
Creative Planning LLC Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities.	Portfolio Manager-Equities	2013-06-30

All active positions of Jay Beebe

Former positions of Jay Beebe

Companies	Position	End
BCWM LLC BCWM LLC Investment ManagersFinance BCWM is a fundamental investor that seeks to preserve clients’ capital, accumulate wealth and manage risk. The firm prefers quality, dividend-paying equities that provide downside protection and they are intentional about the credit quality and duration of their bond portfolio. They utilize opportunistic, flexible, valuation-based approach. BCWM invests predominantly in individual securities and all of their research and analysis is done in-house.	Analyst-Equity	2011-08-03

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Linked companies

Private companies	4
Oklahoma State University Oklahoma State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Missouri-Kansas City University of Missouri-Kansas City Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
BCWM LLC BCWM LLC Investment ManagersFinance BCWM is a fundamental investor that seeks to preserve clients’ capital, accumulate wealth and manage risk. The firm prefers quality, dividend-paying equities that provide downside protection and they are intentional about the credit quality and duration of their bond portfolio. They utilize opportunistic, flexible, valuation-based approach. BCWM invests predominantly in individual securities and all of their research and analysis is done in-house.	Finance
Creative Planning LLC Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities.	Finance

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