Jon Davis

Background

About Jon Davis

In my time at Creative Planning I have had the privilege to work with high-net-worth individuals, families, and business owners nationwide to create a goals-focused approach to achieve their objectives not only for themselves, but also for future generations. I assist with the implementation of comprehensive plans to address current needs, future goals for children, charity, and business continuity. I assist families and companies with the initial creation, ongoing governance, risk management, and tax planning. Creative Planning, LLC is a nationally recognized independent wealth advisory firm with approximately $350 billion in combined assets under management and advisement as of 12/1/24 and clients in all 50 states and abroad. Our teams are dedicated to helping clients achieve their long-term financial goals. We provide a wide range of services specifically designed to help navigate life’s financial challenges. Note: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. The Company never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.