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Kevin Jones, MBA, CFP®

Wealth Manager, Partner
Kevin serves as a Wealth Manager, working directly with clients to customize and implement a strategy to address their financial, investment, insurance, tax and estate planning needs. Kevin has worked in the investments industry since 2006. Prior to joining Creative Planning, Kevin worked for a major national financial services company as an Account Executive, where he spent the majority of his time developing and implementing financial plans for high-net worth clients. Kevin received a Bachelor of Arts degree in Business Administration – Finance from Kansas State University and a Master of Business Administration – Finance from the University of Missouri-Kansas City's Henry W. Bloch School of Management. He also holds the CERTIFIED FINANCIAL PLANNER™ certification. Kevin and his wife Megan have a daughter, Hailey Jeanne, and a son, Austin. In his spare time, Kevin enjoys spending time with his family, playing golf and reading.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

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Providing financial peace of mind across the globe




Combined assets under management & advisement as of December 31, 2022