Wells Fargo Advisors
46yrs
Top advisor by experience in Overland Park
21yrs
Based in Overland Park, Kansas, Jay Beebe is a fiduciary financial advisor with 21 years of industry experience. Jay has been with Creative Planning since 2013; before that, Jay spent two years at BCWM and two years at Ameriprise Advisor Services. Jay holds the CFP® designation.
One of 2517 advisors with offices in Overland Park, and one of 2258 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?Top 23% by experience at Creative Planning
Office5454 W. 110th Street, Overland Park, KS 66211
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.11 million
Advisors at the firm1,172
States licensed ?1 state
Services through Creative Planning
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2013 – nowCreative PlanningCurrent firm
- 2011 – 2013BCWMPreviously
- 2005 – 2007Ameriprise Advisor Services, Inc.Previously
Questions to ask Jay
Tailored to Jay’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jay
How do I contact Jay?
Call Creative Planning at (866) 909-5148 and ask for Jay Beebe. Jay works from the Overland Park, KS office.
How long has Jay been a financial advisor?
Jay has been in the industry since 2005, about 21 years. Top 23% by experience at Creative Planning.
What licenses does Jay hold?
Series 66. Tap any license on this page to see what it allows.
Is Jay a fiduciary?
Jay is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jay paid?
Creative Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jay for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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