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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 | 2013-06-30 | - |
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 | 2011-08-03 | 2011-08-03 |
Corporate Officer/Principal | 2011-07-31 | 2013-06-29 | |
Sales & Marketing | 2011-08-01 | 2011-08-07 |
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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