Jonathan Horsman
Gestor de Cartera-Acciones en Creative Planning LLC .
Perfil
Jonathan Andrew Horsman is currently a Wealth Manager & Partner at Creative Planning LLC.
He started this position in 2022.
Prior to his current role, he obtained an undergraduate degree from Clemson University in 2008.
Cargos activos de Jonathan Horsman
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Gestor de Cartera-Acciones | 01/01/2013 |
Formación de Jonathan Horsman.
| Clemson University | Undergraduate Degree |
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 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 |
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