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Jesse Reed, CFP®, BFA™

Wealth Manager

Jesse serves as a Private Wealth Manager, working directly with his 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, he worked as a Wealth Manager at two different national investment advisory firms. Jesse has also previously served as an airline pilot for a major U.S. legacy airline, flying internationally for the better part of a decade. In addition, Jesse served as an F/A-18 fighter pilot in the U.S. Navy, was a graduate and instructor of the prestigious Navy Fighter Weapons School (more affectionately known as TOPGUN), and retired from the military as a Commander in 2022.

Jesse earned a Bachelor of Science degree from the United States Naval Academy. He is also a CERTIFIED FINANCIAL PLANNERTM professional as designated by the Certified Financial Planning Board of Standards, and is a Behavioral Financial AdvisorTM as designated by Kaplan Financial Education.

Jesse and his wife, Emily, have four daughters – Ainsley, Avery, Evelyn, and Savannah. In his spare time, Jesse enjoys spending time with his family, volunteering locally, playing sports, fitness, and recreational flying.

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021